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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
SWA
1001
SFMG Wealth Advisors
Texas
$1.12M
MIM
1002
MTM Investment Management
South Carolina
$1.12M
DO
1003
denkapparat Operations
Germany
$1.12M
MAM
1004
Mystic Asset Management
Rhode Island
$1.12M
LFAS
1005
Level Four Advisory Services
Texas
$1.12M
SBFM
1006
S-Bank Fund Management
Finland
$1.11M
AIM
1007
Arcadia Investment Management
Michigan
$1.11M
CAM
1008
Cobblestone Asset Management
Virginia
$1.11M
BCM
1009
BluePath Capital Management
Georgia
$1.1M
IB
1010
Intrust Bank
Kansas
$1.1M
ATC
1011
Adirondack Trust Company
New York
$1.1M
AAM
1012
Auxier Asset Management
Oregon
$1.09M
VF
1013
Vest Financial
Virginia
$1.09M
TAM
1014
Trust Asset Management
Texas
$1.09M
TTWM
1015
TCV Trust & Wealth Management
Virginia
$1.08M
PTP
1016
Platform Technology Partners
New York
$1.08M
XT
1017
XTX Topco
Cayman Islands
$1.08M
HCM
1018
Howard Capital Management
Georgia
$1.07M
BAM
1019
Boyar Asset Management
New York
$1.07M
BPWM
1020
Badgley Phelps Wealth Managers
Washington
$1.07M
SIG
1021
Stonegate Investment Group
Alabama
$1.07M
CWP
1022
Concord Wealth Partners
Virginia
$1.07M
CAMV
1023
Concord Asset Management (Virginia)
Virginia
$1.07M
BWM
1024
BigSur Wealth Management
Florida
$1.06M
RWM
1025
Ritholtz Wealth Management
New York
$1.06M