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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
TCA
2151
Trifecta Capital Advisors
Illinois
$24.9K
NRWA
2152
North Ridge Wealth Advisors
Oregon
$24.5K
CIR
2153
Clear Investment Research
Georgia
$23.1K
FGA
2154
Fortis Group Advisors
New Jersey
$23.1K
OA
2155
Operose Advisors
Wisconsin
$23.1K
NFSG
2156
Newbridge Financial Services Group
Florida
$21.8K
RF
2157
Robbins Farley
New Hampshire
$21.3K
GGI
2158
Godsey & Gibb Inc
Virginia
$21.1K
TCM
2159
TD Capital Management
Tennessee
$21.1K
KFP
2160
Keener Financial Planning
Texas
$21K
PS
2161
Pinney & Scofield
Massachusetts
$20.8K
FDW
2162
Fourth Dimension Wealth
Ohio
$20.6K
DF
2163
Dunhill Financial
United Kingdom
$20.6K
MAM
2164
Meeder Asset Management
Ohio
$20.5K
HHMI
2165
Howard Hughes Medical Institute
Maryland
$20.3K
PPA
2166
Painted Porch Advisors
California
$20K
BFS
2167
Burkett Financial Services
South Carolina
$19.7K
PWA
2168
Provenance Wealth Advisors
Florida
$19.7K
SC
2169
Swan Capital
Florida
$19.2K
CIA
2170
Cape Investment Advisory
Georgia
$19K
FFL
2171
Financial Freedom LLC
Ohio
$18.5K
KIG
2172
Kessler Investment Group
Indiana
$18.5K
CCM
2173
Carderock Capital Management
Maryland
$18.5K
NWM
2174
Navigoe Wealth Management
California
$18K
BCWM
2175
Ball & Co Wealth Management
Tennessee
$18K