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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 %
VCS
1351
Vaughan & Co Securities
New Jersey
$541K -$1.02K -22 -0.2%
MMM
1352
Mendel Money Management
Illinois
$538K -$2.31K -50 -0.4%
KF
1353
Krilogy Financial
Missouri
$537K +$30.1K +651 +6%
AA
1354
Apriem Advisors
California
$536K +$3.01K +65 +0.6%
HIA
1355
Harbor Investment Advisory
Maryland
$533K -$38.5K -832 -7%
CA
1356
Callahan Advisors
Texas
$532K +$143K +3,095 +37%
JIP
1357
Jaffetilchin Investment Partners
Florida
$531K -$31.1K -672 -6%
WA
1358
WESPAC Advisors
California
$530K -$191K -4,116 -26%
ABTD
1359
Arvest Bank Trust Division
Oklahoma
$527K -$991K -21,403 -65%
CWS
1360
Confluence Wealth Services
Pennsylvania
$525K -$58.3K -1,260 -10%
RPCONE
1361
Retirement Planning Company of New England
Rhode Island
$519K -$12.5K -271 -2%
SRC
1362
Shufro Rose & Co
New York
$518K
ECM
1363
Estabrook Capital Management
New York
$517K -$10K -216 -2%
CC
1364
Chicago Capital
Illinois
$517K -$4.49K -97 -0.9%
JWS
1365
Juncture Wealth Strategies
Arizona
$515K -$11.9K -256 -2%
EA
1366
Everpar Advisors
Oklahoma
$514K -$18K -389 -3%
TPA
1367
Trivium Point Advisory
Connecticut
$513K -$9.63K -208 -2%
PFA
1368
Pettinga Financial Advisors
Indiana
$512K
TPWA
1369
TRUE Private Wealth Advisors
Oregon
$511K +$68.4K +1,477 +15%
WIM
1370
WealthPlan Investment Management
Nebraska
$509K +$193K +4,167 +61%
FWM
1371
Finer Wealth Management
Massachusetts
$509K -$94.8K -2,049 -16%
MWA
1372
Midland Wealth Advisors
Illinois
$507K -$99.2K -2,142 -16%
AIM
1373
Anchor Investment Management
South Carolina
$507K -$68.8K -1,487 -12%
NSAM
1374
North Star Asset Management
Wisconsin
$506K +$62.8K +1,356 +14%
CC
1375
Centiva Capital
New York
$503K +$503K +10,859 New