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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 %
IWP
1876
Innova Wealth Partners
Pennsylvania
$222K +$222K +4,794 New
AFGAS
1877
Allegiance Financial Group Advisory Services
Virginia
$221K -$18.2K -394 -8%
Marshall Wace
1878
Marshall Wace
United Kingdom
$221K +$221K +4,765 New
KCPG
1879
Kavar Capital Partners Group
Kansas
$220K
BAAM
1880
Baker Avenue Asset Management
California
$220K +$57K +1,232 +35%
SWK
1881
Stephen W. Kidder
$220K +$6.94K +150 +3%
FSA
1882
Financial Security Advisor
Virginia
$219K +$15.5K +335 +8%
CST
1883
Charles Schwab Trust
Nevada
$219K +$3.19K +69 +1%
PWW
1884
Pettyjohn Wood & White
Virginia
$219K -$13.9K -300 -6%
MAA
1885
Matrix Asset Advisors
New York
$219K +$29.5K +637 +16%
CTA
1886
Chesley Taft & Associates
Illinois
$218K -$1.44K -31 -0.7%
HAS
1887
HBW Advisory Services
California
$218K +$18.8K +407 +9%
CP
1888
Camelot Portfolios
Ohio
$218K -$1.07K -23 -0.5%
MWM
1889
Maridea Wealth Management
New York
$218K +$63.5K +1,371 +41%
MPWS
1890
McCarter Private Wealth Services
Massachusetts
$217K
BMCM
1891
Bryn Mawr Capital Management
Pennsylvania
$217K -$137K -2,969 -39%
CM
1892
Capula Management
Cayman Islands
$217K +$110K +2,373 +103%
SRA
1893
Secured Retirement Advisors
Minnesota
$217K +$33.9K +732 +19%
M
1894
Mirova
France
$216K -$469K -10,130 -68%
IIC
1895
Ironwood Investment Counsel
Arizona
$216K +$4.44K +96 +2%
GPA
1896
Guerra Pan Advisors
New Jersey
$215K -$3.24K -70 -1%
TC
1897
Trilogy Capital
California
$215K -$34.3K -740 -14%
MMCM
1898
Murphy & Mullick Capital Management
New York
$215K -$21.9K -503 -9%
MP
1899
Moment Partners
California
$214K
CPA
1900
Capital Performance Advisors
California
$214K -$110K -2,385 -34%