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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 %
GLF
2001
Groupe la Francaise
France
$94.9K +$90.8K +1,970 +2,213%
LD
2002
Lipe & Dalton
New York
$94K -$2.56M -54,979 -96%
MAFA
2003
MJT & Associates Financial Advisory
Minnesota
$92.6K
BT
2004
Banque Transatlantique
France
$91.3K
HWA
2005
HHM Wealth Advisors
Tennessee
$90K -$30.9K -667 -26%
CMP
2006
Coston McIsaac & Partners
Maine
$89K +$462 +10 +0.5%
RA
2007
Rise Advisors
New York
$88.7K -$28.1K -608 -24%
QWM
2008
Quaker Wealth Management
New Jersey
$88.6K +$88.6K +1,914 New
FCAS
2009
First Command Advisory Services
Texas
$88.6K -$29.2K -631 -25%
CFFP
2010
Center for Financial Planning
Michigan
$86.5K +$11.9K +256 +16%
TLA
2011
Tanglewood Legacy Advisors
Texas
$86.5K
AEPWM
2012
Atlantic Edge Private Wealth Management
Florida
$85.6K -$16.2K -350 -16%
PAI
2013
Pittenger & Anderson Inc
Nebraska
$85.6K
AT
2014
Avalon Trust
New Mexico
$85.5K -$30.1K -651 -26%
BIA
2015
Bell Investment Advisors
California
$85.4K +$61.2K +1,321 +252%
HB
2016
Horizon Bancorp
Indiana
$85K -$2.77K -60 -3%
AWM
2017
Abound Wealth Management
Tennessee
$84.7K +$70.6K +1,524 +500%
VWA
2018
VSM Wealth Advisory
Maryland
$84.1K +$20K +431 +31%
BI
2019
Binnacle Investments
Iowa
$83.4K +$12.1K +262 +17%
BHWM
2020
Beaird Harris Wealth Management
Texas
$83.1K +$5.28K +114 +7%
GWS
2021
Greykasell Wealth Strategies
California
$80.9K -$7.54K -163 -9%
CWM
2022
Cranbrook Wealth Management
Michigan
$80.8K -$3.56K -77 -4%
WA
2023
WPG Advisers
Maryland
$79.9K +$28.9K +624 +57%
HFS
2024
Hughes Financial Services
Virginia
$79.1K -$10K -224 -11%
GKIM
2025
GW&K Investment Management
Massachusetts
$78K +$23.8K +514 +44%