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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
DBIA
1526
Dumont & Blake Investment Advisors
New Jersey
$399K
CC
1527
Commons Capital
Massachusetts
$399K
SFC
1528
SYM Financial Corp
Indiana
$397K
CWP
1529
Cyndeo Wealth Partners
Florida
$396K
MTC
1530
McDaniel Terry & Co
Texas
$396K
BST
1531
Bath Savings Trust
Maine
$396K
QFW
1532
QTR Family Wealth
Florida
$395K
MCWA
1533
Meadow Creek Wealth Advisors
Georgia
$395K
CFGW
1534
Chancellor Financial Group WB
Pennsylvania
$392K
MFA
1535
Mayflower Financial Advisors
Massachusetts
$391K
PCM
1536
Perritt Capital Management
Illinois
$390K
B
1537
Bailard
California
$390K
KIC
1538
Keating Investment Counselors
Florida
$390K
GEA
1539
Glen Eagle Advisors
New Jersey
$389K
OAM
1540
Occidental Asset Management
California
$389K
SWM
1541
Sterling Wealth Management
Illinois
$388K
CFSG
1542
Clark Financial Services Group
Missouri
$386K
GWM
1543
Graybill Wealth Management
Illinois
$385K
MSS
1544
Mitchell Sinkler & Starr
Pennsylvania
$384K
CIA
1545
Cohen Investment Advisors
New Hampshire
$384K
BOPW
1546
Brandywine Oak Private Wealth
Pennsylvania
$383K
IA
1547
Integrity Alliance
Iowa
$383K
AWA
1548
Acorn Wealth Advisors
Michigan
$382K
PWM
1549
Palacios Wealth Management
Florida
$382K
NSB
1550
Norway Savings Bank
Maine
$382K