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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
WBWA
1801
William B. Walkup & Associates
South Carolina
$260K
TWP
1802
Tyche Wealth Partners
Texas
$260K
ML
1803
McAdam LLC
Pennsylvania
$259K
CICI
1804
Capital Investment Counsel Inc
North Carolina
$259K
BBWP
1805
Beacon Bridge Wealth Partners
Pennsylvania
$258K
JC
1806
JB Capital
Connecticut
$258K
PAMG
1807
Patton Albertson Miller Group
Tennessee
$258K
BCCM
1808
Bridge Creek Capital Management
Massachusetts
$257K
PMWMG
1809
Parr McKnight Wealth Management Group
Minnesota
$257K
MAWA
1810
Moss Adams Wealth Advisors
Washington
$256K
SSC
1811
Syverson Strege & Co
Iowa
$256K
BOS
1812
Bank of Stockton
California
$256K
MPW
1813
MASECO Private Wealth
$256K
FFO
1814
Fortitude Family Office
Arizona
$256K
SCM
1815
Sterneck Capital Management
Missouri
$256K
VWM
1816
Venturi Wealth Management
Texas
$255K
IWA
1817
IVC Wealth Advisors
Pennsylvania
$255K
BHPW
1818
Beverly Hills Private Wealth
California
$254K
OC
1819
Oakworth Capital
Alabama
$254K
WSCM
1820
Wellington Shields Capital Management
New York
$254K
BHIA
1821
Birch Hill Investment Advisors
Massachusetts
$254K
NG
1822
Northstar Group
New York
$251K
PAS
1823
PKS Advisory Services
New York
$251K
HI
1824
Hudock Inc
Pennsylvania
$251K
CSC
1825
Caldwell Sutter Capital
California
$250K