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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 %
PWG
1126
Portside Wealth Group
Utah
$873K -$1.02K -22 -0.1%
ACM
1127
Adalta Capital Management
New York
$869K +$2.32K +50 +0.3%
IF
1128
Intrua Financial
Texas
$867K -$180K -3,878 -17%
LNB
1129
Ledyard National Bank
$864K -$203K -4,396 -19%
WA
1130
Wealth Alliance
New York
$863K -$1.07M -23,050 -55%
WDA
1131
Wendell David Associates
New Hampshire
$862K -$46.9K -1,013 -5%
PCMK
1132
Paragon Capital Management (Kansas)
Kansas
$856K +$23.3K +503 +3%
CL
1133
COWA LLC
Oklahoma
$855K +$23.8K +515 +3%
CFA
1134
Capstone Financial Advisors
Illinois
$848K +$26.7K +577 +3%
LCM
1135
Lazari Capital Management
California
$846K -$7.73K -167 -0.9%
NCM
1136
Neumann Capital Management
California
$846K
GIM
1137
Generali Investments Management
Slovenia
$846K -$475K -10,268 -36%
HWAM
1138
Hennion & Walsh Asset Management
New Jersey
$845K +$41.1K +888 +5%
HDIM
1139
Hanson & Doremus Investment Management
Vermont
$842K -$32.8K -709 -4%
KA
1140
Kovack Advisors
Florida
$840K -$88.6K -1,913 -10%
DFA
1141
Delta Financial Advisors
Louisiana
$838K -$32.4K -701 -4%
UBV
1142
United Bank (Virginia)
Virginia
$838K -$46.3K -1,000 -5%
SFS
1143
Stiles Financial Services
Minnesota
$837K -$117K -2,527 -12%
SL
1144
Sentry LLC
Tennessee
$836K
HFM
1145
Hartford Financial Management
Connecticut
$835K -$72.3K -1,561 -8%
NDSI
1146
Newman Dignan & Sheerar Inc
Rhode Island
$834K +$1.81K +39 +0.2%
DFG
1147
Demars Financial Group
Washington
$833K -$43.9M -948,199 -98%
GIC
1148
Generali Investments CEE
Czech Republic
$829K
CCA
1149
Cypress Capital Advisors
Tennessee
$828K +$1.71K +37 +0.2%
DIP
1150
DT Investment Partners
Pennsylvania
$827K -$15.1K -327 -2%