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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
GC
2051
Garde Capital
Washington
$73.5K
MLA
2052
MB, Levis & Associates
Pennsylvania
$73.2K
PPC
2053
Park Place Capital
Alabama
$72.2K
CWM
2054
CarsonAllaria Wealth Management
Illinois
$72.1K
OCM
2055
Orion Capital Management
California
$71.8K
IAS
2056
IMA Advisory Services
Colorado
$71.3K
BFP
2057
Briaud Financial Planning
Texas
$71K
HNW
2058
High Note Wealth
Minnesota
$69.7K
BCM
2059
Blume Capital Management
California
$69.6K
HFS
2060
Hopwood Financial Services
Virginia
$69.4K
WA
2061
Whipplewood Advisors
Colorado
$69K
FWM
2062
FSA Wealth Management
Massachusetts
$68.7K
PG
2063
Proffitt & Goodson
Tennessee
$67.5K
OIAM
2064
OFI Invest Asset Management
France
$66.6K
BGA
2065
Battery Global Advisors
Massachusetts
$66.5K
AWM
2066
AllSquare Wealth Management
New York
$64.8K
OAJ
2067
Ogorek Anthony Joseph
New York
$64K
KHC
2068
Koesten Hirschmann & Crabtree
Kansas
$63.9K
VFM
2069
Vision Financial Markets
Connecticut
$62.4K
TIM
2070
Tortoise Investment Management
New York
$62K
CAM
2071
Costello Asset Management
Pennsylvania
$61.7K
CH
2072
Canton Hathaway
Rhode Island
$61K
AF
2073
Alerus Financial
North Dakota
$60.2K
T
2074
Tidemark
California
$60.1K
SNB
2075
Security National Bank
Nebraska
$59.9K