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Bristol-Myers Squibb

2,444 hedge funds and large institutions have $97.1B invested in Bristol-Myers Squibb in 2025 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 937 increasing their positions, 975 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
-14
Holders Change %
-0.57%
% of All Funds
33.19%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.48%
New
199
Increased
937
Reduced
975
Closed
165
Calls
$1.73B
Puts
$1.7B
Net Calls
+$26M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
1751
WT Wealth Management
Arizona
$371K
JFA
1752
JNBA Financial Advisors
Minnesota
$371K +$10.9K +179 +3%
RDFA
1753
Ritter Daniher Financial Advisory
Ohio
$370K +$3.05K +50 +0.8%
WA
1754
Wealth Architects
California
$368K +$4.03K +66 +1%
CWMGO
1755
Capstone Wealth Management Group (Oregon)
Oregon
$368K
APG
1756
Abacus Planning Group
South Carolina
$367K +$4.57K +75 +1%
MG
1757
Mather Group
Illinois
$366K -$7.14K -117 -2%
SCA
1758
St. Clair Advisors
Ohio
$366K
AO
1759
Advisor OS
Illinois
$366K +$32.8K +537 +10%
FS
1760
Ferguson Shapiro
Georgia
$365K +$549 +9 +0.2%
MA
1761
MBA Advisors
Pennsylvania
$365K +$7.32K +120 +2%
CA
1762
Cornerstone Advisory
Maryland
$365K +$8.66K +182 +2%
MW
1763
MBL Wealth
North Carolina
$364K +$79.3K +1,300 +28%
PPW
1764
Parcion Private Wealth
Washington
$363K +$57K +934 +19%
WPP
1765
Whalerock Point Partners
Rhode Island
$363K -$12.2K -200 -3%
AAS
1766
Annex Advisory Services
Wisconsin
$363K -$51.9K -851 -13%
PIA
1767
Perennial Investment Advisors
California
$362K +$37.6K +616 +12%
EFMC
1768
Empire Financial Management Company
New York
$362K
TWA
1769
TCI Wealth Advisors
Arizona
$362K +$22.8K +374 +7%
OWM
1770
OneAscent Wealth Management
Alabama
$362K +$28.5K +467 +9%
WI
1771
Wedgewood Investors
Pennsylvania
$362K -$6.1K -100 -2%
AFW
1772
Atlantic Family Wealth
Florida
$361K +$15.2K +250 +4%
S
1773
Sunpointe
Missouri
$361K -$29.2K -479 -7%
CS
1774
Capital Square
Tennessee
$359K +$2.68K +44 +0.8%
TWM
1775
Thrive Wealth Management
Pennsylvania
$358K +$14.1K +232 +4%