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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
GSWM
1976
Golden State Wealth Management
California
$163K
LI
1977
LRI Investments
Florida
$162K
SSG
1978
Summit Securities Group
New York
$161K
BCM
1979
Boreal Capital Management
Florida
$157K
HI
1980
Hendershot Investments
Virginia
$156K
RTC
1981
Riverview Trust Company
Washington
$155K
CT
1982
Clearstead Trust
Maine
$153K
FPB
1983
First PREMIER Bank
South Dakota
$152K
FMTCOCP
1984
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$148K
BGAI
1985
Bruce G. Allen Investments
Colorado
$147K
T. Rowe Price Investment Management
1986
T. Rowe Price Investment Management
Maryland
$145K
BFPW
1987
BOK Financial Private Wealth
Colorado
$143K
BCMLT
1988
Beacon Capital Management LLC (Tennessee)
Tennessee
$142K
CAL
1989
Capital Advisors Ltd
Ohio
$136K
CYG
1990
Clean Yield Group
Vermont
$135K
SAM
1991
Sherman Asset Management
California
$132K
PB
1992
Pinnacle Bancorp
Nebraska
$129K
RCM
1993
Raleigh Capital Management
North Carolina
$128K
PCFFS
1994
Pacific Center for Financial Services
California
$128K
AGWCA
1995
Annis Gardner Whiting Capital Advisors
Florida
$126K
TVWM
1996
Tower View Wealth Management
Wisconsin
$126K
TFM
1997
TFC Financial Management
Massachusetts
$124K
HIA
1998
HFM Investment Advisors
New Jersey
$122K
BC
1999
Broadwater Capital
Massachusetts
$122K
SIS
2000
Sound Income Strategies
Florida
$120K