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Bristol-Myers Squibb

2,444 hedge funds and large institutions have $97.1B invested in Bristol-Myers Squibb in 2025 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 937 increasing their positions, 975 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
-14
Holders Change %
-0.57%
% of All Funds
33.19%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.48%
New
199
Increased
937
Reduced
975
Closed
165
Calls
$1.73B
Puts
$1.7B
Net Calls
+$26M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
1401
Fiducient Advisors
Illinois
$675K +$248K +4,061 +58%
PFA
1402
Pettinga Financial Advisors
Indiana
$674K -$3.05K -50 -0.5%
KF
1403
Krilogy Financial
Missouri
$667K +$52.2K +856 +8%
RC
1404
Rovin Capital
Arizona
$667K -$206K -3,372 -24%
LPT
1405
Legacy Private Trust
Wisconsin
$660K +$65.1K +1,068 +11%
CB
1406
Centennial Bank
Arkansas
$658K +$18.3K +300 +3%
WP
1407
WealthShield Partners
North Carolina
$656K +$5K +82 +0.8%
SC
1408
Steph & Co
Wisconsin
$655K -$33.5K -549 -5%
AWE
1409
Avidian Wealth Enterprises
Texas
$651K -$105K -1,722 -14%
FMLI
1410
Fukoku Mutual Life Insurance
Japan
$650K -$11.6K -190 -2%
SS
1411
Sunbelt Securities
Texas
$648K -$577K -9,467 -47%
RDWM
1412
Red Door Wealth Management
Tennessee
$646K -$12K -196 -2%
FIC
1413
FCG Investment Company
Tennessee
$644K +$644K +10,552 New
KIM
1414
Kestra Investment Management
Texas
$642K +$164K +2,691 +34%
SAM
1415
Secure Asset Management
Michigan
$641K +$40.5K +664 +7%
IBOK
1416
Independence Bank of Kentucky
Kentucky
$640K -$6.04K -99 -0.9%
BIA
1417
Beacon Investment Advisors
Maryland
$640K +$3.78K +62 +0.6%
DWM
1418
Diversify Wealth Management
Utah
$640K -$55.2K -1,121 -8%
VH
1419
Visionary Horizons
Tennessee
$636K -$110K -1,796 -15%
WP
1420
Westmount Partners
California
$633K +$549 +9 +0.1%
CCIA
1421
Cherry Creek Investment Advisors
Colorado
$632K +$5.92K +97 +0.9%
FNB
1422
Farmers National Bank
Kentucky
$632K
BCA
1423
Bay Colony Advisors
Massachusetts
$626K +$10.7K +178 +2%
6F
1424
626 Financial
Michigan
$624K +$10.6K +173 +2%
NS
1425
NBC Securities
Alabama
$623K +$622K +10,211 +102,110%