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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
IIM
1751
Ironwood Investment Management
Massachusetts
$280K
CWMGO
1752
Capstone Wealth Management Group (Oregon)
Oregon
$279K
CS
1753
Capital Square
Tennessee
$279K
NW
1754
Naviter Wealth
Arkansas
$278K
MSE
1755
MUFG Securities EMEA
United Kingdom
$278K
AMCA
1756
Arthur M. Cohen & Associates
Illinois
$278K
Cohen & Steers
1757
Cohen & Steers
New York
$278K
SMH
1758
Sanders Morris Harris
Texas
$278K
SCA
1759
St. Clair Advisors
Ohio
$278K
MFFIA
1760
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$278K
EFMC
1761
Empire Financial Management Company
New York
$277K
HVIA
1762
Hudson Valley Investment Advisors
New York
$277K
HBW
1763
Hazlett, Burt & Watson
West Virginia
$277K
APG
1764
Abacus Planning Group
South Carolina
$277K
FCM
1765
Fourpath Capital Management
Oklahoma
$276K
RIA
1766
Regal Investment Advisors
Michigan
$276K
WPP
1767
Whalerock Point Partners
Rhode Island
$275K
VCWA
1768
Vanguard Capital Wealth Advisors
Colorado
$274K
WI
1769
Wedgewood Investors
Pennsylvania
$273K
PVAMC
1770
PPS&V Asset Management Consultants
Michigan
$273K
JFA
1771
JNBA Financial Advisors
Minnesota
$273K
BTWM
1772
Baker Tilly Wealth Management
Wisconsin
$273K
FS
1773
Ferguson Shapiro
Georgia
$273K
WF
1774
WoodTrust Financial
Wisconsin
$272K
SEIA
1775
Signature Estate & Investment Advisors
California
$271K