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Bristol-Myers Squibb

2,249 hedge funds and large institutions have $75.7B invested in Bristol-Myers Squibb in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 805 increasing their positions, 1,014 reducing their positions, and 302 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,249
Holders Change
-195
Holders Change %
-7.98%
% of All Funds
30.14%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.21%
New
150
Increased
805
Reduced
1,014
Closed
302
Calls
$1.12B
Puts
$1.26B
Net Calls
-$147M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
2076
Mark Sheptoff Financial Planning
Connecticut
$46.3K +$32.4K +700 +233%
HWM
2077
HighMark Wealth Management
Minnesota
$46.3K -$1.48K -32 -3%
SIC
2078
SJS Investment Consulting
Ohio
$46.2K -$1.99K -43 -4%
NC
2079
North Capital
Utah
$45.7K -$5.28K -114 -10%
CPG
2080
Cornerstone Planning Group
New Jersey
$44.7K -$7.15K -156 -14%
SIS
2081
Strategic Investment Solutions
Illinois
$44.6K +$509 +11 +1%
VT
2082
Volterra Technologies
New York
$44.4K +$44.4K +959 New
PWMG
2083
Private Wealth Management Group
New Jersey
$44.2K +$93 +2 +0.2%
NIM
2084
Nexus Investment Management
Ontario, Canada
$44.1K
OP
2085
ORG Partners
Indiana
$44.1K +$9.33K +196 +27%
TPW
2086
Talon Private Wealth
Florida
$43.2K +$43.2K +934 New
RF
2087
Roxbury Financial
New Jersey
$42.4K -$4.63K -100 -10%
RAM
2088
Ramirez Asset Management
New York
$42.4K -$9.26K -200 -18%
GTAM
2089
Global Trust Asset Management
Florida
$41.7K -$37K -800 -47%
HWA
2090
Heritage Wealth Advisors
Virginia
$41.7K
NC
2091
NewSquare Capital
Pennsylvania
$40.9K -$370 -8 -0.9%
TPWA
2092
Twin Peaks Wealth Advisors
California
$40.2K +$40.2K +864 New
BCPWM
2093
Bradley & Co Private Wealth Management
Florida
$40.1K
PGAM
2094
Princeton Global Asset Management
New Jersey
$39K -$57.5K -1,243 -60%
TC
2095
Tacita Capital
Ontario, Canada
$37.9K
TIM
2096
Total Investment Management
Arizona
$37.9K +$37.9K +818 New
AFG
2097
Albion Financial Group
Utah
$37K
PP
2098
PrairieView Partners
Minnesota
$37K
DFA
2099
DHJJ Financial Advisors
Illinois
$36.1K +$12.4K +267 +52%
BBPWM
2100
Blue Bell Private Wealth Management
Pennsylvania
$36.1K +$16.4K +354 +83%