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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
FG
1126
Fiduciary Group
Georgia
$882K
TC
1127
TownSquare Capital
Utah
$881K
BLC
1128
Brown, Lisle/Cummings
Rhode Island
$880K
FWM
1129
Forza Wealth Management
Florida
$878K
MJRIC
1130
Mogy Joel R Investment Counsel
California
$877K
A
1131
AlphaQuest
New York
$877K
CFMC
1132
Curbstone Financial Management Corp
New Hampshire
$876K
MFS
1133
Miller Financial Services
Michigan
$875K
HIP
1134
HUB Investment Partners
Texas
$875K
PWG
1135
Portside Wealth Group
Utah
$873K
ACM
1136
Adalta Capital Management
New York
$869K
IF
1137
Intrua Financial
Texas
$867K
LNB
1138
Ledyard National Bank
$864K
WA
1139
Wealth Alliance
New York
$863K
WDA
1140
Wendell David Associates
New Hampshire
$862K
PCMK
1141
Paragon Capital Management (Kansas)
Kansas
$856K
CL
1142
COWA LLC
Oklahoma
$855K
CFA
1143
Capstone Financial Advisors
Illinois
$848K
LCM
1144
Lazari Capital Management
California
$846K
NCM
1145
Neumann Capital Management
California
$846K
GIM
1146
Generali Investments Management
Slovenia
$846K
HWAM
1147
Hennion & Walsh Asset Management
New Jersey
$845K
HDIM
1148
Hanson & Doremus Investment Management
Vermont
$842K
KA
1149
Kovack Advisors
Florida
$840K
DFA
1150
Delta Financial Advisors
Louisiana
$838K