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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
LFA
1101
Legacy Financial Advisors
Kentucky
$912K
WC
1102
Waterloo Capital
Texas
$912K
BFA
1103
Beacon Financial Advisory
Ohio
$912K
VAM
1104
Verity Asset Management
North Carolina
$911K
NG
1105
Norden Group
Utah
$911K
CNC
1106
Citizens & Northern Corp
Pennsylvania
$909K
LOIP
1107
Live Oak Investment Partners
Texas
$909K
WI
1108
WBI Investments
New Jersey
$906K
BBA
1109
BLB&B Advisors
Pennsylvania
$904K
GBT
1110
Grove Bank & Trust
Florida
$904K
JWCA
1111
J.W. Coons Advisors
Ohio
$904K
WorldQuant Millennium Advisors
1112
WorldQuant Millennium Advisors
New York
$903K
FCH
1113
Freestone Capital Holdings
Washington
$902K
VAG
1114
VisionPoint Advisory Group
Texas
$902K
OWM
1115
Opes Wealth Management
California
$900K
TPCW
1116
TD Private Client Wealth
New York
$899K
WF
1117
WinCap Financial
Massachusetts
$897K
OC
1118
Opinicus Capital
Florida
$895K
SCM
1119
Stonebridge Capital Management
California
$894K
MWM
1120
Modern Wealth Management
Kansas
$893K
EA
1121
Emerald Advisors
Washington
$893K
FBT
1122
First Bankers Trust
Kentucky
$887K
ACM
1123
Aljian Capital Management
Nevada
$886K
PK
1124
Pflug Koory
Nebraska
$885K
WB
1125
Webster Bank
Connecticut
$885K