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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
FFS
1301
Founders Financial Securities
Maryland
$602K
VRM
1302
Vectors Research Management
New York
$602K
SIL
1303
Severin Investments, LLC
Missouri
$601K
FAM
1304
Formidable Asset Management
Ohio
$601K
CAL
1305
Capital Analysts LLC
Pennsylvania
$601K
FC
1306
Farringdon Capital
United Kingdom
$599K
AWE
1307
Avidian Wealth Enterprises
Texas
$597K
CW
1308
Code Waechter
Florida
$596K
YIA
1309
YHB Investment Advisors
Connecticut
$594K
FWA
1310
FSM Wealth Advisors
Ohio
$594K
DWM
1311
Diversify Wealth Management
Utah
$593K
TFS
1312
Thoroughbred Financial Services
Tennessee
$592K
HT
1313
Headlands Technologies
Illinois
$591K
MG
1314
Marex Group
$591K
OBWG
1315
Onyx Bridge Wealth Group
New York
$589K
SMA
1316
Sage Mountain Advisors
Georgia
$587K
RS
1317
R Squared
Hong Kong
$585K
CAI
1318
Capital Advisors Inc
Oklahoma
$583K
IP
1319
Investment Partners
Ohio
$583K
QWM
1320
Quadcap Wealth Management
Texas
$582K
GIM
1321
Gold Investment Management
Alberta, Canada
$582K
QPWM
1322
Quadrant Private Wealth Management
Pennsylvania
$582K
OWP
1323
Obermeyer Wealth Partners
Colorado
$580K
PFA
1324
Pure Financial Advisors
California
$576K
DTC
1325
Davidson Trust Company
Washington
$576K