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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
LA
1951
Lakeside Advisors
Washington
$204K
JCM
1952
Jacobsen Capital Management
Utah
$203K
WIA
1953
Westbourne Investment Advisors
Maryland
$203K
SRC
1954
Sage Rhino Capital
California
$203K
BCM
1955
Bayesian Capital Management
New York
$202K
KFA
1956
Kelleher Financial Advisors
New York
$202K
RWB
1957
RMR Wealth Builders
New Jersey
$200K
HC
1958
Hourglass Capital
Texas
$200K
RMDI
1959
R.M. Davis Inc
Maine
$200K
EIP
1960
Ellis Investment Partners
Pennsylvania
$200K
GAM
1961
Grandview Asset Management
Pennsylvania
$200K
CG
1962
Curat Global
New Hampshire
$196K
CTA
1963
Colonial Trust Advisors
South Carolina
$193K
MCI
1964
MRP Capital Investments
Georgia
$192K
CVM
1965
Cheviot Value Management
California
$190K
SWP
1966
Strategic Wealth Partners
Ohio
$177K
MHR
1967
Matthew Hamilton Rosenberg
$176K
AA
1968
Addison Advisors
Vermont
$173K
M
1969
MOTCO
Texas
$173K
SGC
1970
Slocum, Gordon & Co
Rhode Island
$169K
SAM
1971
S.A. Mason
Michigan
$167K
BWL
1972
Bogart Wealth LLC
Virginia
$167K
C
1973
Covestor
United Kingdom
$167K
FFM
1974
Fullerton Fund Management
Singapore
$164K
OCM
1975
Osterweis Capital Management
California
$163K