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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
CCMI
2001
Creative Capital Management Investments
California
$120K
HC
2002
Hara Capital
Washington
$119K
RF
2003
Rossby Financial
Florida
$119K
PMFA
2004
Plante Moran Financial Advisors
Michigan
$117K
PWM
2005
Proathlete Wealth Management
Florida
$113K
WPA
2006
Wealth Preservation Advisors
Tennessee
$112K
ATC
2007
Advantage Trust Company
Kansas
$111K
FNWA
2008
Financial Network Wealth Advisors
Utah
$110K
ACA
2009
American Capital Advisory
Idaho
$110K
WBC
2010
West Branch Capital
Massachusetts
$109K
ME
2011
McIlrath & Eck
Washington
$108K
ANBT
2012
American National Bank & Trust
Texas
$107K
AAG
2013
Accordant Advisory Group
Maryland
$107K
WW
2014
Winnow Wealth
Texas
$107K
FC
2015
Fairscale Capital
New Hampshire
$106K
GWP
2016
Gen-Wealth Partners
Michigan
$103K
STB
2017
S&T Bank
Pennsylvania
$103K
BAM
2018
Byrne Asset Management
New Jersey
$99.4K
JWA
2019
JFS Wealth Advisors
Pennsylvania
$98.2K
CWM
2020
Centricity Wealth Management
Ohio
$95.2K
GLF
2021
Groupe la Francaise
France
$94.9K
LD
2022
Lipe & Dalton
New York
$94K
MAFA
2023
MJT & Associates Financial Advisory
Minnesota
$92.6K
BT
2024
Banque Transatlantique
France
$91.3K
HWA
2025
HHM Wealth Advisors
Tennessee
$90K