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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
NCM
1826
Novare Capital Management
North Carolina
$250K
QFA
1827
Quattro Financial Advisors
Texas
$250K
CCA
1828
Cravens & Co Advisors
Tennessee
$250K
TSWM
1829
Tyler-Stone Wealth Management
Ohio
$249K
GI
1830
Gradient Investments
Minnesota
$249K
FA
1831
Faithward Advisors
Pennsylvania
$248K
SWTS
1832
Stonehaven Wealth & Tax Solutions
Wisconsin
$248K
TWM
1833
Thrive Wealth Management
Pennsylvania
$248K
VIP
1834
Vista Investment Partners
Oklahoma
$247K
MHIC
1835
Marble Harbor Investment Counsel
Massachusetts
$247K
TWA
1836
TCI Wealth Advisors
Arizona
$247K
OL
1837
OneFund LLC
Florida
$247K
EW
1838
Evoke Wealth
California
$247K
RFP
1839
Root Financial Partners
California
$245K
WHG
1840
Westwood Holdings Group
Texas
$245K
EWM
1841
EPG Wealth Management
Georgia
$245K
PCA
1842
Peddock Capital Advisors
Massachusetts
$243K
HFS
1843
Hantz Financial Services
Michigan
$243K
PIA
1844
Perennial Investment Advisors
California
$243K
BEAM
1845
Baker Ellis Asset Management
Washington
$242K
AWM
1846
Aprio Wealth Management
Georgia
$242K
CCA
1847
Childress Capital Advisors
Texas
$242K
CWP
1848
Core Wealth Partners
California
$242K
OWA
1849
One Wealth Advisors
California
$241K
GWM
1850
Gitterman Wealth Management
New Jersey
$241K