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Bristol-Myers Squibb

2,271 hedge funds and large institutions have $75.9B invested in Bristol-Myers Squibb in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 810 increasing their positions, 1,024 reducing their positions, and 308 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

22% less capital invested

Capital invested by funds: $97.3B → $75.9B (-$21.4B)

51% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 308

54% less funds holding in top 10

Funds holding in top 10: 3516 (-19)

Holders
2,271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.12B
Puts
$1.26B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
801
Northeast Financial Consultants
Connecticut
$1.72M
BG
802
Bellevue Group
Switzerland
$1.72M
DSCM
803
Del-Sette Capital Management
New York
$1.71M
RCAG
804
Rehmann Capital Advisory Group
Michigan
$1.7M
CT
805
Caldwell Trust
Florida
$1.7M
PCA
806
Purkiss Capital Advisors
Connecticut
$1.7M
PAS
807
Park Avenue Securities
New York
$1.69M
AWC
808
Abundance Wealth Counselors
Pennsylvania
$1.69M
CAM
809
Cacti Asset Management
Georgia
$1.69M
RIL
810
Rothschild Investment LLC
Illinois
$1.68M
BCM
811
Birmingham Capital Management
Alabama
$1.68M
SIM
812
Stratos Investment Management
Ohio
$1.68M
SXL
813
Summit X LLC
Missouri
$1.68M
EFM
814
Eley Financial Management
Vermont
$1.68M
Jacobs Levy Equity Management
815
Jacobs Levy Equity Management
New Jersey
$1.67M
ACP
816
Aviance Capital Partners
Florida
$1.67M
GFA
817
Gifford Fong Associates
California
$1.66M
HSA
818
HBK Sorce Advisory
Pennsylvania
$1.66M
SIC
819
Sigma Investment Counselors
Michigan
$1.66M
IAIM
820
International Assets Investment Management
Florida
$1.65M
DWA
821
Douglass Winthrop Advisors
New York
$1.65M
RCA
822
Ranch Capital Advisors
Florida
$1.65M
CW
823
CreativeOne Wealth
Kansas
$1.63M
OL
824
one8zero8 LLC
North Carolina
$1.63M
UF
825
Univest Financial
Pennsylvania
$1.62M