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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
SIC
1576
Shoker Investment Counsel
Ohio
$366K
PP
1577
PDS Planning
Ohio
$366K
SL
1578
Summitry LLC
California
$365K
VDI
1579
Vaughan David Investments
Illinois
$364K
HDA
1580
Harold Davidson & Associates
California
$363K
HCG
1581
Haven Capital Group
California
$363K
NWWA
1582
New Wave Wealth Advisors
Arkansas
$363K
PCG
1583
Prosperity Consulting Group
Maryland
$363K
SFA
1584
Souders Financial Advisors
Ohio
$362K
MCA
1585
MSH Capital Advisors
Arizona
$362K
MCM
1586
Marathon Capital Management
Maryland
$361K
CJ
1587
Caitlin John
Michigan
$361K
AF
1588
Atala Financial
California
$361K
AFG
1589
Allegheny Financial Group
Pennsylvania
$361K
SOW
1590
State of Wyoming
Wyoming
$361K
AIM
1591
Aspen Investment Management
Michigan
$359K
FMLI
1592
Fukoku Mutual Life Insurance
Japan
$357K
AI
1593
Arvest Investments
Arkansas
$357K
HWMO
1594
Heritage Wealth Management (Ohio)
Ohio
$357K
FPGT
1595
Financial Partners Group (Tennessee)
Tennessee
$357K
AFG
1596
Atomi Financial Group
New York
$356K
BO
1597
Bank OZK
Arkansas
$355K
PWP
1598
Phillips Wealth Planners
Mississippi
$354K
AL
1599
Aspiriant LLC
California
$354K
HGWM
1600
Horst & Graben Wealth Management
Oregon
$354K