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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 %
EWS
2051
Eagle Wealth Strategies
New Jersey
$239K
PCMC
2052
Paragon Capital Management (Colorado)
Colorado
$238K
LAI
2053
Legal Advantage Investments
California
$237K
FBC
2054
Fairfield, Bush & Co
Connecticut
$237K +$237K +3,886 New
FFA
2055
Fi3 Financial Advisors
Indiana
$237K +$20.1K +330 +9%
WC
2056
Wynn Capital
Georgia
$236K
NJBEST
2057
New Jersey Better Educational Savings Trust
New Jersey
$235K
DOA
2058
D'Orazio & Associates
Virginia
$234K +$9.7K +159 +4%
LSA
2059
L & S Advisors
California
$234K +$2.5K +41 +1%
RTC
2060
Riverview Trust Company
Washington
$234K -$2.93K -48 -1%
BWM
2061
Birchcreek Wealth Management
Ohio
$233K
AWM
2062
Ariadne Wealth Management
California
$233K -$105K -2,258 -31%
SPWM
2063
Spartan Planning & Wealth Management
North Carolina
$232K -$12.1K -199 -5%
SPWM
2064
Schrum Private Wealth Management
Florida
$232K -$6.71K -110 -3%
SA
2065
SoundView Advisors
Washington
$231K
ESBC
2066
E.S. Barr & Co
Kentucky
$231K
RIP
2067
Reliant Investment Partners
North Carolina
$230K +$5.49K +90 +2%
MAM
2068
Madison Asset Management
Wisconsin
$230K
VA
2069
VestGen Advisors
Illinois
$230K +$230K +3,768 New
CIA
2070
Compass Ion Advisors
Pennsylvania
$229K +$3.05K +50 +1%
DP
2071
Dearborn Partners
Illinois
$229K
CA
2072
Carson Advisory
Georgia
$229K -$12.2K -200 -5%
QFA
2073
Quantum Financial Advisors
California
$229K -$87.2K -1,430 -28%
CCP
2074
Carmel Capital Partners
California
$229K +$61 +1 +0%
NG
2075
Novem Group
New York
$228K +$7.14K +117 +3%