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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
SIS
2101
Strategic Investment Solutions
Illinois
$44.6K
VT
2102
Volterra Technologies
New York
$44.4K
PWMG
2103
Private Wealth Management Group
New Jersey
$44.2K
NIM
2104
Nexus Investment Management
Ontario, Canada
$44.1K
OP
2105
ORG Partners
Indiana
$44.1K
TPW
2106
Talon Private Wealth
Florida
$43.2K
CAM
2107
Chesapeake Asset Management
New York
$42.4K
RF
2108
Roxbury Financial
New Jersey
$42.4K
RAM
2109
Ramirez Asset Management
New York
$42.4K
GTAM
2110
Global Trust Asset Management
Florida
$41.7K
HWA
2111
Heritage Wealth Advisors
Virginia
$41.7K
NC
2112
NewSquare Capital
Pennsylvania
$40.9K
TPWA
2113
Twin Peaks Wealth Advisors
California
$40.2K
BCPWM
2114
Bradley & Co Private Wealth Management
Florida
$40.1K
PGAM
2115
Princeton Global Asset Management
New Jersey
$39K
TC
2116
Tacita Capital
Ontario, Canada
$37.9K
TIM
2117
Total Investment Management
Arizona
$37.9K
AFG
2118
Albion Financial Group
Utah
$37K
PP
2119
PrairieView Partners
Minnesota
$37K
DFA
2120
DHJJ Financial Advisors
Illinois
$36.1K
BBPWM
2121
Blue Bell Private Wealth Management
Pennsylvania
$36.1K
RBC
2122
Roble Belko & Company
Pennsylvania
$36K
CWM
2123
Crowley Wealth Management
Delaware
$35.9K
RWM
2124
Rialto Wealth Management
New York
$35.6K
IUHSA
2125
Itau Unibanco Holding S.A.
Brazil
$34.9K