BMY icon

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
SSWM
1851
Sheets Smith Wealth Management
North Carolina
$241K
AHC
1852
Adell Harriman & Carpenter
Texas
$241K
AAG
1853
Armstrong Advisory Group
Massachusetts
$240K
SAM
1854
Satovsky Asset Management
New York
$239K
GCA
1855
Genesee Capital Advisors
New York
$239K
FMTC
1856
Farmers & Merchants Trust Company
California
$239K
PAM
1857
PCG Asset Management
New Jersey
$238K
CCMG
1858
Clark Capital Management Group
Pennsylvania
$238K
WGC
1859
Watts Gwilliam & Co
Arizona
$237K
ATIA
1860
American Trust Investment Advisors
New Hampshire
$236K
AAS
1861
Annex Advisory Services
Wisconsin
$236K
EI
1862
Ellevest Inc
New York
$236K
CA
1863
CWC Advisors
Oregon
$236K
PCMI
1864
Paradigm Capital Management Inc
New York
$236K
PFGIA
1865
Patriot Financial Group Insurance Agency
Massachusetts
$236K
RA
1866
Riversedge Advisors
Delaware
$235K
FAN
1867
Financial Advisors Network
California
$233K
SHA
1868
Seneca House Advisors
Virginia
$232K
CCM
1869
Charter Capital Management
Wisconsin
$231K
SFFS
1870
Stonehage Fleming Financial Services
Jersey
$231K
HA
1871
Harbor Advisors
Florida
$231K
PGA
1872
Portland Global Advisors
Maine
$231K
CAM
1873
Covenant Asset Management
New Jersey
$231K
FAIM
1874
Financial Advocates Investment Management
Washington
$230K
CSPIA
1875
Cary Street Partners Investment Advisory
Virginia
$229K