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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 %
PFA
1501
Pure Financial Advisors
California
$560K +$83.3K +1,366 +17%
CCWM
1502
Cassaday & Co Wealth Management
Virginia
$559K -$19.8K -324 -3%
SFP
1503
Shepherd Financial Partners
Massachusetts
$559K -$16.1K -264 -3%
EFG
1504
Everhart Financial Group
Ohio
$558K +$97K +1,591 +21%
TF
1505
Tompkins Financial
New York
$558K +$13.7K +225 +3%
SEIA
1506
Signature Estate & Investment Advisors
California
$557K +$25K +410 +5%
BIA
1507
Barry Investment Advisors
Massachusetts
$553K +$3.17K +52 +0.6%
AF
1508
Apexium Financial
Texas
$552K +$25.9K +425 +5%
TYCC
1509
Texas Yale Capital Corp
Florida
$552K
AFP
1510
Ausdal Financial Partners
Iowa
$552K +$104K +1,713 +23%
IF
1511
Ironwood Financial
Arizona
$551K
PWP
1512
Phillips Wealth Planners
Mississippi
$551K -$46.4K -914 -8%
KA
1513
Kercheville Advisors
Texas
$549K +$324K +5,305 +144%
CC
1514
Cornerstone Capital
California
$548K -$28K -459 -5%
IC
1515
Inscription Capital
Texas
$547K +$547K +10,080 New
JJBC
1516
James J. Burns & Company
New York
$546K
MCA
1517
MSH Capital Advisors
Arizona
$546K -$30.3K -497 -5%
CSB
1518
City State Bank
Iowa
$545K -$3.66K -60 -0.7%
CCFCSB
1519
Cape Cod Five Cents Savings Bank
Massachusetts
$545K
SCM
1520
Schnieders Capital Management
California
$543K
SFC
1521
SYM Financial Corp
Indiana
$542K -$12.1K -198 -2%
TGAM
1522
TBH Global Asset Management
Tennessee
$541K +$3.11K +51 +0.6%
WFS
1523
Widmann Financial Services
Maryland
$541K +$55.5K +910 +11%
DWM
1524
Drive Wealth Management
Utah
$541K -$976 -16 -0.2%
DBIA
1525
Dumont & Blake Investment Advisors
New Jersey
$539K -$488 -8 -0.1%