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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
CA
1201
Claro Advisors
Massachusetts
$748K
RDWM
1202
Red Door Wealth Management
Tennessee
$747K
FIM
1203
Fruth Investment Management
Texas
$746K
ONST
1204
Old North State Trust
North Carolina
$743K
MSAM
1205
Moloney Securities Asset Management
Missouri
$741K
1WA
1206
180 Wealth Advisors
Washington
$741K
EWA
1207
Exencial Wealth Advisors
Oklahoma
$741K
ST
1208
Smithfield Trust
Pennsylvania
$739K
OIA
1209
Optimum Investment Advisors
Illinois
$734K
FA
1210
Fountainhead AM
New Jersey
$730K
RSVP
1211
Ramsay Stattman Vela & Price
Colorado
$730K
MFS
1212
Mirabella Financial Services
United Kingdom
$729K
ACM
1213
Ardent Capital Management
Ohio
$727K
VCM
1214
Voleon Capital Management
California
$726K
FIA
1215
Foundations Investment Advisors
Arizona
$724K
TSWM
1216
Triangle Securities Wealth Management
North Carolina
$723K
PIM
1217
Penobscot Investment Management
Massachusetts
$723K
AC
1218
Avestar Capital
New York
$714K
CPIA
1219
Cornell Pochily Investment Advisors
New York
$710K
FIM
1220
Freedom Investment Management
Connecticut
$709K
ST
1221
Spinnaker Trust
Maine
$709K
GS
1222
GTS Securities
New York
$709K
PBC
1223
Pavion Blue Capital
California
$705K
BOH
1224
Bank of Hawaii
Hawaii
$705K
WAM
1225
WealthTrust Asset Management
Florida
$702K