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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
WTFG
2126
Wood Tarver Financial Group
Idaho
$34K
SO
2127
Sierra Ocean
California
$33.6K
FG
2128
Fairman Group
Pennsylvania
$33.2K
WWM
2129
Wolff Wiese Magana
California
$32.6K
CAC
2130
Core Alternative Capital
Georgia
$32.4K
ETS
2131
ESL Trust Services
New York
$32.4K
VWM
2132
Vermillion Wealth Management
Minnesota
$31.8K
MSG
2133
Main Street Group
Virginia
$31.6K
EWP
2134
Elevation Wealth Partners
California
$31.4K
LFA
2135
LGT Financial Advisors
Texas
$31.4K
ACM
2136
Accent Capital Management
Ohio
$31K
OWP
2137
ORG Wealth Partners
Texas
$31K
WCM
2138
Westend Capital Management
California
$30.9K
GWSA
2139
Global Wealth Strategies & Associates
Colorado
$30.2K
TFGT
2140
TS Financial Group (TSFG)
Illinois
$30K
GAG
2141
Goodman Advisory Group
Massachusetts
$29.9K
RFG
2142
REAP Financial Group
Texas
$29.6K
CFP
2143
Comprehensive Financial Planning
Pennsylvania
$28.7K
RS
2144
Rakuten Securities
Japan
$28.5K
CIAS
2145
CBIZ Investment Advisory Services
Ohio
$28.2K
EWA
2146
EQ Wealth Advisors
Texas
$27.8K
DWS
2147
Dynamic Wealth Strategies
California
$27.3K
TCM
2148
TruNorth Capital Management
Michigan
$26.9K
MWM
2149
Mascoma Wealth Management
New Hampshire
$26.8K
DWM
2150
Darwin Wealth Management
Florida
$25.2K