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
SWK
1901
Stephen W. Kidder
$220K
FSA
1902
Financial Security Advisor
Virginia
$219K
CST
1903
Charles Schwab Trust
Nevada
$219K
PWW
1904
Pettyjohn Wood & White
Virginia
$219K
MAA
1905
Matrix Asset Advisors
New York
$219K
CTA
1906
Chesley Taft & Associates
Illinois
$218K
HAS
1907
HBW Advisory Services
California
$218K
CP
1908
Camelot Portfolios
Ohio
$218K
MWM
1909
Maridea Wealth Management
New York
$218K
MPWS
1910
McCarter Private Wealth Services
Massachusetts
$217K
BMCM
1911
Bryn Mawr Capital Management
Pennsylvania
$217K
CM
1912
Capula Management
Cayman Islands
$217K
SRA
1913
Secured Retirement Advisors
Minnesota
$217K
M
1914
Mirova
France
$216K
IIC
1915
Ironwood Investment Counsel
Arizona
$216K
GPA
1916
Guerra Pan Advisors
New Jersey
$215K
TC
1917
Trilogy Capital
California
$215K
MMCM
1918
Murphy & Mullick Capital Management
New York
$215K
MP
1919
Moment Partners
California
$214K
CPA
1920
Capital Performance Advisors
California
$214K
GITFIT
1921
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$213K
PFM
1922
Patton Fund Management
Texas
$213K
HPBT
1923
Hickory Point Bank & Trust
Illinois
$213K
IA
1924
Insight Advisors
Pennsylvania
$213K
BWA
1925
Burt Wealth Advisors
Maryland
$212K