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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 %
NI
1626
Natural Investments
California
$331K +$9.39K +203 +3%
FA
1627
Fiducient Advisors
Illinois
$331K -$181K -3,914 -35%
IC
1628
Inscription Capital
Texas
$331K -$136K -2,934 -29%
EWM
1629
Evermay Wealth Management
Virginia
$330K +$107K +2,308 +48%
AWM
1630
Ariadne Wealth Management
California
$329K +$88.9K +1,858 +37%
AF
1631
Apexium Financial
Texas
$329K -$90.7K -1,959 -22%
ASC
1632
Atalanta Sosnoff Capital
New York
$328K +$13.9K +301 +4%
BWM
1633
BCS Wealth Management
Tennessee
$327K +$57K +1,230 +21%
ADL
1634
Asset Dedication LLC
California
$326K +$20.4K +441 +7%
BONH
1635
Bank of New Hampshire
New Hampshire
$326K -$11.8K -255 -3%
OCPWS
1636
One Charles Private Wealth Services
Massachusetts
$326K -$6.57K -142 -2%
ADMI
1637
Albert D. Mason Inc
Massachusetts
$325K +$2.78K +60 +0.9%
AMG
1638
Advisors Management Group
Wisconsin
$324K +$1.16K +25 +0.4%
CFS
1639
Commonwealth Financial Services
West Virginia
$324K -$3.38K -73 -1%
FPCP
1640
Fort Point Capital Partners
California
$323K -$26.2K -566 -7%
LIA
1641
LBMC Investment Advisors
Tennessee
$323K -$41.7K -900 -11%
SCM
1642
SCS Capital Management
Massachusetts
$323K -$50.3K -1,087 -13%
CFG
1643
Chapman Financial Group
Hawaii
$321K +$321K +6,937 New
DP
1644
Denver PWM
Colorado
$319K +$34.7K +750 +12%
CSI
1645
Cross Staff Investments
New York
$319K -$4.17K -90 -1%
VA
1646
Valmark Advisers
Ohio
$319K +$123K +2,650 +63%
MP
1647
McDonald Partners
Ohio
$318K
RIG
1648
RiverFront Investment Group
Virginia
$317K +$76.4K +1,650 +32%
Empower Advisory Group
1649
Empower Advisory Group
Colorado
$317K -$70.7K -1,528 -18%
WAS
1650
Wealth Advisory Solutions
Indiana
$316K +$4.63K +100 +1%