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
SWM
1876
Selective Wealth Management
Virginia
$229K
GWM
1877
GK Wealth Management
Nevada
$228K
WMA
1878
Wealth Management Associates
New Jersey
$228K
LIG
1879
Lokken Investment Group
Delaware
$227K
TLCM
1880
Twin Lakes Capital Management
California
$227K
SP
1881
Successful Portfolios
Florida
$226K
WTA
1882
Washington Trust Advisors
Massachusetts
$226K
FUBT
1883
First United Bank & Trust
Maryland
$225K
TWM
1884
Tradition Wealth Management
Minnesota
$225K
GLLW
1885
Graves Light Lenhart Wealth
Virginia
$225K
OFG
1886
Oxford Financial Group
Indiana
$224K
SPL
1887
Saranac Partners Ltd
$224K
GWAG
1888
Garrett Wealth Advisory Group
Texas
$223K
PBO
1889
Peoples Bank (Ohio)
Ohio
$223K
MFWP
1890
Mosaic Family Wealth Partners
Missouri
$223K
FFN
1891
Focus Financial Network
Minnesota
$223K
GAM
1892
Gould Asset Management
California
$223K
EBT
1893
Enterprise Bank & Trust
Massachusetts
$222K
LC
1894
LCNB Corp
Ohio
$222K
UBP
1895
Union Bancaire Privee
Switzerland
$222K
IWP
1896
Innova Wealth Partners
Pennsylvania
$222K
AFGAS
1897
Allegiance Financial Group Advisory Services
Virginia
$221K
Marshall Wace
1898
Marshall Wace
United Kingdom
$221K
KCPG
1899
Kavar Capital Partners Group
Kansas
$220K
BAAM
1900
Baker Avenue Asset Management
California
$220K