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Bristol-Myers Squibb

2,248 hedge funds and large institutions have $75.7B invested in Bristol-Myers Squibb in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 804 increasing their positions, 1,014 reducing their positions, and 302 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,248
Holders Change
-196
Holders Change %
-8.02%
% of All Funds
30.13%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.21%
New
150
Increased
804
Reduced
1,014
Closed
302
Calls
$1.12B
Puts
$1.26B
Net Calls
-$147M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
2176
Physician Wealth Advisors
Utah
$11.9K +$2.08K +45 +21%
CTB
2177
Country Trust Bank
Illinois
$10.9K +$10.9K +235 New
PP
2178
Pacifica Partners
Canada
$10.7K -$1.39K -30 -12%
BOJHT
2179
Bank of Jackson Hole Trust
Wyoming
$10.6K +$10.6K +230 New
EWM
2180
Evolution Wealth Management
Florida
$10.3K +$10.3K +223 New
KWM
2181
Kiker Wealth Management
Georgia
$9.72K -$251K -5,420 -96%
IWM
2182
IMG Wealth Management
Florida
$9.58K +$9.58K +207 New
VWWMG
2183
Vermillion & White Wealth Management Group
Pennsylvania
$9.26K -$5.32K -115 -37%
MBFW
2184
Morton Brown Family Wealth
Pennsylvania
$9.26K
AW
2185
Avion Wealth
Texas
$9K -$223 -5 -2%
DPW
2186
DiNuzzo Private Wealth
Pennsylvania
$8.52K -$833 -18 -9%
BL
2187
BFSG LLC
California
$8.29K -$2.08K -45 -20%
T
2188
Transce3nd
Texas
$8.25K +$7.64K +165 +1,269%
HWP
2189
Highline Wealth Partners
California
$7.79K -$10.5K -226 -57%
MSWA
2190
Marshall & Sterling Wealth Advisors
New York
$7.64K -$11.9K -258 -61%
BFS
2191
Bare Financial Services
Pennsylvania
$7.5K +$7.08K +153 +1,700%
IHWM
2192
Iron Horse Wealth Management
Iowa
$7.27K
1NWS
2193
1 North Wealth Services
Maryland
$7.22K
AWM
2194
Atticus Wealth Management
Florida
$7.19K -$39.5K -852 -85%
FFA
2195
Frazier Financial Advisors
Ohio
$7.08K -$15.4K -332 -68%
WCM
2196
Winthrop Capital Management
Indiana
$7K
PCM
2197
Penserra Capital Management
California
$7K
Kayne Anderson Rudnick Investment Management
2198
Kayne Anderson Rudnick Investment Management
California
$6.71K +$3.66K +79 +120%
GJIA
2199
Glass Jacobson Investment Advisors
Maryland
$6.67K -$16.9K -366 -72%
KA
2200
Kozak & Associates
Colorado
$6.58K +$95 +2 +1%