BMY icon

Bristol-Myers Squibb

2,444 hedge funds and large institutions have $97.1B invested in Bristol-Myers Squibb in 2025 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 937 increasing their positions, 975 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
-14
Holders Change %
-0.57%
% of All Funds
33.19%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.48%
New
199
Increased
937
Reduced
975
Closed
165
Calls
$1.73B
Puts
$1.7B
Net Calls
+$26M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
2001
Elyxium Wealth
California
$256K +$256K +4,201 New
JC
2002
Jacobs & Co
California
$256K
WCA
2003
Westover Capital Advisors
Delaware
$255K
SW
2004
SkyOak Wealth
Michigan
$254K
FNBOMD
2005
First National Bank of Mount Dora
Florida
$254K -$427 -7 -0.2%
FFG
2006
Frisch Financial Group
New York
$254K +$3.24K +53 +1%
PHIC
2007
Pine Haven Investment Counsel
Massachusetts
$254K
GWSG
2008
GPS Wealth Strategies Group
Colorado
$254K -$35.9K -589 -12%
WCF
2009
West Coast Financial
California
$253K +$2.2K +36 +0.9%
M
2010
MOTCO
Texas
$252K +$9.51K +156 +4%
QPW
2011
Quantum Private Wealth
Florida
$252K
SAM
2012
S.A. Mason
Michigan
$251K +$11K +181 +5%
C
2013
Covestor
United Kingdom
$250K -$44.9K -737 -15%
MAA
2014
Matrix Asset Advisors
New York
$250K -$82.8K -1,357 -25%
WA
2015
Waddell & Associates
Tennessee
$250K +$250K +4,092 New
FPB
2016
First PREMIER Bank
South Dakota
$249K
EF
2017
Exeter Financial
Arizona
$249K +$2.01K +33 +0.8%
SCA
2018
Sandy Cove Advisors
Massachusetts
$249K +$15.6K +255 +7%
FAT
2019
First American Trust
California
$249K -$163K -2,675 -40%
FWP
2020
Forefront Wealth Partners
Texas
$248K +$248K +4,074 New
FFN
2021
Focus Financial Network
Minnesota
$248K +$15.1K +248 +6%
FMC
2022
First Merchants Corp
Indiana
$247K -$1.65M -27,047 -87%
DIM
2023
Delta Investment Management
California
$246K -$30.3K -497 -11%
TIA
2024
Tiemann Investment Advisors
California
$246K
ARC
2025
Advisor Resource Council
Texas
$245K +$245K +4,096 New