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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
EPW
2076
Evergreen Private Wealth
Colorado
$58.7K
HWM
2077
Hemington Wealth Management
Virginia
$58K
FDCP
2078
Foster Dykema Cabot & Partners
Massachusetts
$56.5K
MFT
2079
Moisand Fitzgerald Tamayo
Florida
$56K
FCMT
2080
Founders Capital Management (Texas)
Texas
$55.5K
FFWM
2081
Future Financial Wealth Management
Ohio
$55.5K
OW
2082
Olistico Wealth
Oklahoma
$55.5K
SVWA
2083
Sarver Vrooman Wealth Advisors
Missouri
$54.9K
TCM
2084
Tradewinds Capital Management
Washington
$54.3K
AG
2085
AmeriFlex Group
Nevada
$52.8K
CFD
2086
Creative Financial Designs
Indiana
$52K
EIM
2087
Essex Investment Management
Massachusetts
$51.8K
S
2088
Sachetta
Massachusetts
$49.4K
SVCP
2089
Silicon Valley Capital Partners
California
$49.4K
FP
2090
Financial Perspectives
Minnesota
$49.3K
WOSD
2091
WFA of San Diego
California
$49.2K
MTIC
2092
Missouri Trust & Investment Company
Missouri
$47.7K
MCM
2093
MV Capital Management
Maryland
$47.3K
CTWM
2094
Cherry Tree Wealth Management
Minnesota
$46.9K
PWS
2095
Peterson Wealth Services
Utah
$46.4K
MSFP
2096
Mark Sheptoff Financial Planning
Connecticut
$46.3K
HWM
2097
HighMark Wealth Management
Minnesota
$46.3K
SIC
2098
SJS Investment Consulting
Ohio
$46.2K
NC
2099
North Capital
Utah
$45.7K
CPG
2100
Cornerstone Planning Group
New Jersey
$44.7K