BMY icon

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 %
WG
2101
Wealth Group
North Carolina
$217K -$150K -2,457 -41%
MC
2102
Marest Capital
California
$217K +$217K +3,557 New
TWP
2103
Triad Wealth Partners
Kansas
$216K +$216K +3,547 New
WAOI
2104
Wealth Advisors of Iowa
Iowa
$216K +$216K +3,547 New
SLC
2105
Second Line Capital
Louisiana
$216K +$305 +5 +0.1%
SSW
2106
Smith Shellnut Wilson
Mississippi
$215K +$215K +3,524 New
BAAM
2107
Baker Avenue Asset Management
California
$215K -$26.3K -432 -11%
GSWM
2108
Golden State Wealth Management
California
$215K
TCM
2109
Towercrest Capital Management
Pennsylvania
$214K -$15.6K -255 -7%
BMO
2110
Beck Mack & Oliver
New York
$213K +$213K +3,500 New
APIM
2111
Agate Pass Investment Management
Washington
$213K +$213K +3,500 New
TWM
2112
TriaGen Wealth Management
California
$213K -$9.27K -152 -4%
RCWM
2113
Royal Capital Wealth Management
Indiana
$213K +$213K +3,492 New
PSP
2114
Pacific Sage Partners
Washington
$212K +$212K +3,469 New
CG
2115
Curat Global
New Hampshire
$211K +$211K +3,454 New
MFP
2116
Meridian Financial Partners
Virginia
$211K +$211K +3,465 New
HCMG
2117
Howard Capital Management Group
California
$211K
WAG
2118
Winthrop Advisory Group
Massachusetts
$210K +$210K +3,442 New
BGAI
2119
Bruce G. Allen Investments
Colorado
$209K -$6.4K -105 -3%
CIC
2120
Chase Investment Counsel
Virginia
$209K +$209K +3,438 New
LAS
2121
Lloyd Advisory Services
Georgia
$208K -$31K -508 -13%
EIA
2122
Eldridge Investment Advisors
New Hampshire
$208K +$208K +3,412 New
FFA
2123
Fragasso Financial Advisors
Pennsylvania
$208K +$208K +3,411 New
CHP
2124
Cable Hill Partners
Oregon
$208K -$29K -578 -12%
HTHT
2125
Hemenway Trust Hemenway Trust
New Hampshire
$207K +$207K +3,400 New