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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
KWMG
1626
King Wealth Management Group
Florida
$336K
CWMK
1627
Caliber Wealth Management (Kansas)
Kansas
$336K
CWM
1628
Chesapeake Wealth Management
Virginia
$336K
FWP
1629
FAS Wealth Partners
Kansas
$335K
BFC
1630
Blue Fin Capital
Rhode Island
$334K
BCM
1631
Becker Capital Management
Oregon
$334K
BWP
1632
BSW Wealth Partners
Colorado
$334K
FWA
1633
Flagship Wealth Advisors
Massachusetts
$334K
AFP
1634
Ausdal Financial Partners
Iowa
$334K
NSCM
1635
New South Capital Management
Tennessee
$333K
TBC
1636
Tweedy, Browne Co
Connecticut
$333K
KFA
1637
Kapstone Financial Advisors
Ohio
$332K
SF
1638
Symphony Financial
Texas
$332K
DWAM
1639
Duncan Williams Asset Management
Tennessee
$331K
AWM
1640
Accurate Wealth Management
Florida
$331K
NI
1641
Natural Investments
California
$331K
LWANC
1642
Laurel Wealth Advisors (North Carolina)
North Carolina
$331K
FA
1643
Fiducient Advisors
Illinois
$331K
IC
1644
Inscription Capital
Texas
$331K
EWM
1645
Evermay Wealth Management
Virginia
$330K
AWM
1646
Ariadne Wealth Management
California
$329K
AF
1647
Apexium Financial
Texas
$329K
ASC
1648
Atalanta Sosnoff Capital
New York
$328K
BWM
1649
BCS Wealth Management
Tennessee
$327K
ADL
1650
Asset Dedication LLC
California
$326K