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Bristol-Myers Squibb

2,249 hedge funds and large institutions have $75.7B invested in Bristol-Myers Squibb in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 805 increasing their positions, 1,014 reducing their positions, and 302 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,249
Holders Change
-195
Holders Change %
-7.98%
% of All Funds
30.14%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.21%
New
150
Increased
805
Reduced
1,014
Closed
302
Calls
$1.12B
Puts
$1.26B
Net Calls
-$147M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1001
BluePath Capital Management
Georgia
$1.1M +$1.1M +23,853 New
IB
1002
Intrust Bank
Kansas
$1.1M -$497K -10,731 -31%
ATC
1003
Adirondack Trust Company
New York
$1.1M -$87.5K -1,890 -7%
AAM
1004
Auxier Asset Management
Oregon
$1.09M -$4.26K -92 -0.4%
VF
1005
Vest Financial
Virginia
$1.09M +$307K +6,637 +39%
TAM
1006
Trust Asset Management
Texas
$1.09M
TTWM
1007
TCV Trust & Wealth Management
Virginia
$1.08M -$74.5K -1,609 -6%
PTP
1008
Platform Technology Partners
New York
$1.08M -$12.6K -273 -1%
XT
1009
XTX Topco
Cayman Islands
$1.08M +$1.08M +23,233 New
HCM
1010
Howard Capital Management
Georgia
$1.07M +$212K +4,585 +25%
BAM
1011
Boyar Asset Management
New York
$1.07M -$84.6K -1,828 -7%
BPWM
1012
Badgley Phelps Wealth Managers
Washington
$1.07M -$34.3K -740 -3%
SIG
1013
Stonegate Investment Group
Alabama
$1.07M -$226K -4,884 -17%
CWP
1014
Concord Wealth Partners
Virginia
$1.07M +$240K +5,182 +29%
CAMV
1015
Concord Asset Management (Virginia)
Virginia
$1.07M +$349K +7,532 +48%
BWM
1016
BigSur Wealth Management
Florida
$1.06M -$46.3K -1,000 -4%
RWM
1017
Ritholtz Wealth Management
New York
$1.06M -$648K -14,008 -38%
CLA
1018
Carnegie Lake Advisors
New Jersey
$1.06M -$43.6K -942 -4%
WWM
1019
Western Wealth Management
Colorado
$1.05M +$135K +2,923 +15%
TT
1020
TI-Trust
Illinois
$1.05M
MOS
1021
MGO One Seven
Ohio
$1.05M -$108K -2,328 -9%
MIC
1022
Means Investment Company
Maine
$1.05M -$125K -2,709 -11%
BTI
1023
Blue Trust Inc
Georgia
$1.04M -$59.6K -1,287 -5%
AC
1024
AlphaCore Capital
California
$1.04M +$160K +3,459 +18%
CAM
1025
Cidel Asset Management
Ontario, Canada
$1.04M +$30.8K +666 +3%