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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
SAM
1426
Secure Asset Management
Michigan
$472K
WP
1427
WealthShield Partners
North Carolina
$471K
IBOK
1428
Independence Bank of Kentucky
Kentucky
$471K
ACM
1429
Aurdan Capital Management
Pennsylvania
$470K
AA
1430
Alta Advisers
United Kingdom
$470K
TTIC
1431
Tower Trust & Investment Company
Iowa
$469K
BCB
1432
Brian C. Broderick
$468K
GSWA
1433
Good Steward Wealth Advisors
Tennessee
$466K
6F
1434
626 Financial
Michigan
$466K
WFM
1435
Wolff Financial Management
Michigan
$465K
FIC
1436
FCG Investment Company
Tennessee
$464K
AWM
1437
Arista Wealth Management
Nevada
$463K
MLL
1438
Moody Lynn & Lieberson
Massachusetts
$463K
AWA
1439
Alta Wealth Advisors
Massachusetts
$462K
NHT
1440
New Hampshire Trust
New Hampshire
$461K
BWM
1441
BankPlus Wealth Management
Mississippi
$459K
RF
1442
RHS Financial
California
$459K
SW
1443
Simplicity Wealth
New Jersey
$459K
CCA
1444
Checchi Capital Advisers
California
$457K
LCM
1445
LCM Capital Management
Illinois
$457K
AC
1446
Apella Capital
Connecticut
$457K
AWA
1447
Arete Wealth Advisors
Illinois
$457K
VCP
1448
Verus Capital Partners
Arizona
$454K
PPA
1449
Pacific Point Advisors
California
$454K
GS
1450
GWN Securities
Florida
$453K