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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
PWAM
1276
Pinnacle West Asset Management
Wyoming
$633K
CAG
1277
Crestwood Advisors Group
Massachusetts
$633K
RWPA
1278
Richard W. Paul & Associates
Michigan
$625K
BTWM
1279
Brass Tax Wealth Management
Ohio
$624K
BTW
1280
Boston Trust Walden
Massachusetts
$621K
CAGAS
1281
Capital Advisory Group Advisory Services
Minnesota
$619K
CPW
1282
Cove Private Wealth
New York
$619K
OFS
1283
OneAscent Financial Services
Alabama
$618K
DAS
1284
Diversify Advisory Services
Utah
$618K
RA
1285
Ransom Advisory
Rhode Island
$617K
RIA
1286
Richwood Investment Advisors
Ohio
$616K
ACM
1287
AlphaStar Capital Management
North Carolina
$615K
CGIM
1288
Capital Group Investment Management
Singapore
$615K
SP
1289
Stonebrook Private
Michigan
$612K
PFS
1290
Physicians Financial Services
North Carolina
$611K
PWP
1291
Principle Wealth Partners
Connecticut
$610K
TWP
1292
Tempus Wealth Planning
California
$609K
FA
1293
Fiduciary Alliance
South Carolina
$609K
NWM
1294
Northcape Wealth Management
New York
$609K
UAG
1295
United Advisor Group
Ohio
$608K
MM
1296
Meridian Management
Arkansas
$608K
CWG
1297
Cornerstone Wealth Group
North Carolina
$608K
SFG
1298
Sovereign Financial Group
Connecticut
$605K
SFWA
1299
Summit Financial Wealth Advisors
Louisiana
$604K
CFG
1300
Cooper Financial Group
California
$603K