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Bristol-Myers Squibb

2,249 hedge funds and large institutions have $75.7B invested in Bristol-Myers Squibb in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 805 increasing their positions, 1,014 reducing their positions, and 302 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,249
Holders Change
-195
Holders Change %
-7.98%
% of All Funds
30.14%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.21%
New
150
Increased
805
Reduced
1,014
Closed
302
Calls
$1.12B
Puts
$1.26B
Net Calls
-$147M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Shares
Change %
WMA
1551
West Michigan Advisors
Michigan
$370K +$370K +8,002 New
WTG
1552
West Tower Group
Virginia
$370K +$370K +8,000 New
TFIPS
1553
Towarzystwo Funduszy Inwestycyjnych PZU SA
$369K +$275K +5,935 +292%
NIM
1554
Northeast Investment Management
Massachusetts
$368K
CFP
1555
Catalyst Financial Partners
Massachusetts
$368K -$18.4K -398 -5%
ISFAN
1556
Investor's Fiduciary Advisor Network
Washington
$368K +$368K +7,966 New
LF
1557
Lantz Financial
Illinois
$367K -$260K -5,621 -41%
TPI
1558
Trust Point Inc
Wisconsin
$367K +$23.8K +514 +7%
SWM
1559
Spire Wealth Management
Virginia
$367K -$468K -10,120 -56%
SSW
1560
Stone Summit Wealth
Florida
$367K
SIC
1561
Shoker Investment Counsel
Ohio
$366K +$366K +7,910 New
PP
1562
PDS Planning
Ohio
$366K +$2.27K +49 +0.6%
SL
1563
Summitry LLC
California
$365K +$365K +7,893 New
VDI
1564
Vaughan David Investments
Illinois
$364K +$15.8K +342 +5%
HDA
1565
Harold Davidson & Associates
California
$363K -$168K -3,635 -32%
HCG
1566
Haven Capital Group
California
$363K -$38.2K -825 -10%
NWWA
1567
New Wave Wealth Advisors
Arkansas
$363K +$741 +16 +0.2%
PCG
1568
Prosperity Consulting Group
Maryland
$363K -$16.7K -361 -4%
SFA
1569
Souders Financial Advisors
Ohio
$362K +$46.1K +995 +15%
MCA
1570
MSH Capital Advisors
Arizona
$362K -$52.6K -1,136 -13%
MCM
1571
Marathon Capital Management
Maryland
$361K -$44.2K -955 -11%
CJ
1572
Caitlin John
Michigan
$361K +$361K +7,806 New
AF
1573
Atala Financial
California
$361K
AFG
1574
Allegheny Financial Group
Pennsylvania
$361K -$4.4K -95 -1%
SOW
1575
State of Wyoming
Wyoming
$361K +$2.32K +50 +0.6%