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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
SRC
1376
Shufro Rose & Co
New York
$518K
ECM
1377
Estabrook Capital Management
New York
$517K
CC
1378
Chicago Capital
Illinois
$517K
JWS
1379
Juncture Wealth Strategies
Arizona
$515K
EA
1380
Everpar Advisors
Oklahoma
$514K
TPA
1381
Trivium Point Advisory
Connecticut
$513K
PFA
1382
Pettinga Financial Advisors
Indiana
$512K
TPWA
1383
TRUE Private Wealth Advisors
Oregon
$511K
WIM
1384
WealthPlan Investment Management
Nebraska
$509K
FWM
1385
Finer Wealth Management
Massachusetts
$509K
MWA
1386
Midland Wealth Advisors
Illinois
$507K
AIM
1387
Anchor Investment Management
South Carolina
$507K
NSAM
1388
North Star Asset Management
Wisconsin
$506K
CC
1389
Centiva Capital
New York
$503K
WFI
1390
West Family Investments
California
$503K
UOTTAIMCU
1391
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$502K
FFBTD
1392
First Financial Bank - Trust Division
Ohio
$501K
PL
1393
Plancorp LLC
Missouri
$500K
SFS
1394
Solitude Financial Services
Virginia
$500K
SAM
1395
Sectoral Asset Management
Quebec, Canada
$500K
BC
1396
Burney Company
Virginia
$500K
AMIM
1397
Aull & Monroe Investment Management
Alabama
$497K
MMHP
1398
Murphy Middleton Hinkle & Parker
Georgia
$497K
WAG
1399
Wallace Advisory Group
California
$496K
IQI
1400
Integrated Quantitative Investments
Washington
$495K