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Bristol-Myers Squibb

2,444 hedge funds and large institutions have $97.1B invested in Bristol-Myers Squibb in 2025 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 937 increasing their positions, 975 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
-14
Holders Change %
-0.57%
% of All Funds
33.19%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.48%
New
199
Increased
937
Reduced
975
Closed
165
Calls
$1.73B
Puts
$1.7B
Net Calls
+$26M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WGCA
1051
Wolf Group Capital Advisors
Virginia
$1.35M -$79.8K -1,308 -6%
JSSH
1052
J. Safra Sarasin Holding
$1.34M +$211K +3,457 +19%
CFMC
1053
Curbstone Financial Management Corp
New Hampshire
$1.34M +$159K +2,612 +14%
UBG
1054
United Bank (Georgia)
Georgia
$1.33M +$99.4K +1,629 +8%
BJL
1055
Brighton Jones LLC
Washington
$1.33M +$128K +2,103 +11%
CAM
1056
Cidel Asset Management
Ontario, Canada
$1.33M +$51.2K +840 +4%
CCG
1057
Chatham Capital Group
Georgia
$1.33M
XWM
1058
Xcel Wealth Management
Florida
$1.33M +$422K +6,913 +47%
BCM
1059
Bluefin Capital Management
New York
$1.32M +$1.32M +21,700 New
EWM
1060
Evercore Wealth Management
New York
$1.32M -$461K -7,553 -26%
SWA
1061
Stratos Wealth Advisors
Ohio
$1.32M -$33.8K -554 -2%
OPW
1062
Oxler Private Wealth
New York
$1.32M +$2.5K +41 +0.2%
FFO
1063
Fiduciary Family Office
Florida
$1.32M +$1.32M +21,613 New
SWP
1064
Sagespring Wealth Partners
Tennessee
$1.32M +$354K +5,810 +37%
LA
1065
Legacy Advisors
Pennsylvania
$1.31M +$463K +7,598 +55%
CFCI
1066
Comprehensive Financial Consultants Institutional
Indiana
$1.31M -$57.6K -945 -4%
DWMS
1067
Dominguez Wealth Management Solutions
Virginia
$1.31M +$29.8K +489 +2%
FCCM
1068
First City Capital Management
Georgia
$1.31M +$16K +263 +1%
KB
1069
Kimelman & Baird
New York
$1.3M
SIG
1070
Sky Investment Group
Connecticut
$1.3M +$91.5K +1,500 +8%
NCM
1071
NCM Capital Management
New Jersey
$1.3M -$18.3K -300 -1%
RFA
1072
RTD Financial Advisors
Pennsylvania
$1.3M -$298K -4,894 -19%
KIA
1073
KCM Investment Advisors
California
$1.29M -$19.8K -324 -2%
LAIC
1074
Lederer & Associates Investment Counsel
California
$1.29M
ET
1075
Equitable Trust
Tennessee
$1.29M