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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 %
OC
1801
Oakworth Capital
Alabama
$254K -$28.3K -611 -10%
WSCM
1802
Wellington Shields Capital Management
New York
$254K +$12.6K +272 +5%
BHIA
1803
Birch Hill Investment Advisors
Massachusetts
$254K
NG
1804
Northstar Group
New York
$251K -$10K -217 -4%
PAS
1805
PKS Advisory Services
New York
$251K -$15.7K -339 -6%
HI
1806
Hudock Inc
Pennsylvania
$251K +$324 +7 +0.1%
CSC
1807
Caldwell Sutter Capital
California
$250K +$7.78K +168 +3%
NCM
1808
Novare Capital Management
North Carolina
$250K -$39.1K -845 -14%
QFA
1809
Quattro Financial Advisors
Texas
$250K -$907K -19,600 -78%
CCA
1810
Cravens & Co Advisors
Tennessee
$250K +$4.07K +88 +2%
TSWM
1811
Tyler-Stone Wealth Management
Ohio
$249K -$1.39K -30 -0.6%
GI
1812
Gradient Investments
Minnesota
$249K -$3.43K -74 -1%
FA
1813
Faithward Advisors
Pennsylvania
$248K +$23.5K +507 +10%
SWTS
1814
Stonehaven Wealth & Tax Solutions
Wisconsin
$248K +$7.78K +168 +3%
TWM
1815
Thrive Wealth Management
Pennsylvania
$248K -$24.4K -528 -9%
VIP
1816
Vista Investment Partners
Oklahoma
$247K -$2.59K -56 -1%
MHIC
1817
Marble Harbor Investment Counsel
Massachusetts
$247K -$185K -4,000 -43%
TWA
1818
TCI Wealth Advisors
Arizona
$247K -$27.6K -597 -10%
OL
1819
OneFund LLC
Florida
$247K -$1.81K -39 -0.7%
EW
1820
Evoke Wealth
California
$247K +$6.02K +130 +3%
RFP
1821
Root Financial Partners
California
$245K +$245K +5,300 New
WHG
1822
Westwood Holdings Group
Texas
$245K -$1.71M -36,918 -87%
EWM
1823
EPG Wealth Management
Georgia
$245K -$1.39K -30 -0.6%
PCA
1824
Peddock Capital Advisors
Massachusetts
$243K +$93 +2 +0%
HFS
1825
Hantz Financial Services
Michigan
$243K +$35.5K +769 +17%