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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
EHWM
1051
Eads & Heald Wealth Management
Georgia
$1M
LAIC
1052
Lederer & Associates Investment Counsel
California
$1M
AIP
1053
ARS Investment Partners
New York
$999K
DJSG
1054
D.J. St. Germain
Massachusetts
$998K
CCM
1055
Chilton Capital Management
Texas
$994K
CHAM
1056
Clear Harbor Asset Management
Connecticut
$993K
CRC
1057
Curi RMB Capital
Illinois
$993K
RMAM
1058
Raab & Moskowitz Asset Management
New Jersey
$992K
SWA
1059
Stratos Wealth Advisors
Ohio
$985K
KB
1060
Kimelman & Baird
New York
$984K
NCM
1061
NCM Capital Management
New Jersey
$983K
NB
1062
Nicolet Bankshares
Wisconsin
$982K
BCM
1063
Bluefin Capital Management
New York
$981K
EWM
1064
Evercore Wealth Management
New York
$980K
VF
1065
Virtu Financial
New York
$980K
CV
1066
Counterweight Ventures
North Carolina
$978K
HBCM
1067
Heron Bay Capital Management
Michigan
$977K
SS
1068
SBI Securities
Japan
$976K
OPW
1069
Oxler Private Wealth
New York
$976K
FCP
1070
Fidelis Capital Partners
Florida
$976K
HSA
1071
Hussman Strategic Advisors
Maryland
$972K
MYIA
1072
Mount Yale Investment Advisors
Colorado
$972K
SAM
1073
Smartleaf Asset Management
Massachusetts
$971K
RC
1074
Rahlfs Capital
Texas
$970K
ET
1075
Equitable Trust
Tennessee
$968K