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Bristol-Myers Squibb

2,444 hedge funds and large institutions have $97.1B invested in Bristol-Myers Squibb in 2025 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 937 increasing their positions, 975 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
-14
Holders Change %
-0.57%
% of All Funds
33.19%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.48%
New
199
Increased
937
Reduced
975
Closed
165
Calls
$1.73B
Puts
$1.7B
Net Calls
+$26M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
1876
Centerpoint Advisory Group
Kansas
$307K
CP
1877
Canopy Partners
Ohio
$306K +$4.33K +71 +1%
AAP
1878
Arax Advisory Partners
Colorado
$306K -$120K -1,967 -28%
CHJWM
1879
Carlton Hofferkamp & Jenks Wealth Management
Texas
$305K -$3.6K -73 -1%
MFFIA
1880
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$305K -$3.17K -52 -1%
HA
1881
Harbor Advisors
Florida
$305K
PGA
1882
Portland Global Advisors
Maine
$304K -$26.1K -428 -8%
SP
1883
Successful Portfolios
Florida
$302K -$4.76K -78 -2%
MAP
1884
Moody Aldrich Partners
Massachusetts
$302K +$302K +4,955 New
CAM
1885
Covenant Asset Management
New Jersey
$302K +$1.71K +28 +0.6%
TLCM
1886
Twin Lakes Capital Management
California
$302K -$6.04K -99 -2%
WBWA
1887
William B. Walkup & Associates
South Carolina
$301K +$21.7K +355 +8%
LIG
1888
Lokken Investment Group
Delaware
$301K -$14.8K -243 -5%
VCWA
1889
Vanguard Capital Wealth Advisors
Colorado
$300K -$110K -1,800 -27%
OFG
1890
Oxford Financial Group
Indiana
$300K -$19K -311 -6%
WMA
1891
Wealth Management Associates
New Jersey
$300K -$2.62K -43 -0.9%
GAM
1892
Grandview Asset Management
Pennsylvania
$298K +$1.16K +19 +0.4%
MFWP
1893
Mosaic Family Wealth Partners
Missouri
$298K -$56.6K -928 -16%
BCM
1894
Beddow Capital Management
Wyoming
$297K -$488K -8,005 -62%
CRC
1895
Curi RMB Capital
Illinois
$297K -$955K -15,666 -76%
FA
1896
Faithward Advisors
Pennsylvania
$296K +$21.3K +349 +8%
PA
1897
PSI Advisors
Florida
$296K +$18.5K +304 +7%
LA
1898
LVW Advisors
New York
$295K -$318K -5,208 -52%
GWAG
1899
Garrett Wealth Advisory Group
Texas
$295K -$2.38K -39 -0.8%
WJWM
1900
Williams Jones Wealth Management
New York
$295K -$456K -7,480 -61%