BMY icon

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
CMP
2026
Coston McIsaac & Partners
Maine
$89K
RA
2027
Rise Advisors
New York
$88.7K
QWM
2028
Quaker Wealth Management
New Jersey
$88.6K
FCAS
2029
First Command Advisory Services
Texas
$88.6K
CFFP
2030
Center for Financial Planning
Michigan
$86.5K
TLA
2031
Tanglewood Legacy Advisors
Texas
$86.5K
AEPWM
2032
Atlantic Edge Private Wealth Management
Florida
$85.6K
PAI
2033
Pittenger & Anderson Inc
Nebraska
$85.6K
AT
2034
Avalon Trust
New Mexico
$85.5K
BIA
2035
Bell Investment Advisors
California
$85.4K
HB
2036
Horizon Bancorp
Indiana
$85K
AWM
2037
Abound Wealth Management
Tennessee
$84.7K
VWA
2038
VSM Wealth Advisory
Maryland
$84.1K
BI
2039
Binnacle Investments
Iowa
$83.4K
BHWM
2040
Beaird Harris Wealth Management
Texas
$83.1K
GWS
2041
Greykasell Wealth Strategies
California
$80.9K
CWM
2042
Cranbrook Wealth Management
Michigan
$80.8K
WA
2043
WPG Advisers
Maryland
$79.9K
HFS
2044
Hughes Financial Services
Virginia
$79.1K
GKIM
2045
GW&K Investment Management
Massachusetts
$78K
IRAG
2046
Investment Research & Advisory Group
Georgia
$76.4K
SL
2047
Salomon & Ludwin
Virginia
$76.1K
NEWAS
2048
N.E.W. Advisory Services
Wisconsin
$74.7K
OWA
2049
Opal Wealth Advisors
New York
$74.2K
FIA
2050
FNY Investment Advisers
New York
$74K