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Bristol-Myers Squibb

2,249 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, 805 increasing their positions, 1,014 reducing their positions, and 302 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,249
Holders Change
-195
Holders Change %
-7.98%
% of All Funds
30.14%
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
805
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 %
VWA
2176
Valued Wealth Advisors
Utah
$12.4K -$47.9K -1,034 -79%
PWA
2177
Physician Wealth Advisors
Utah
$11.9K +$2.08K +45 +21%
CTB
2178
Country Trust Bank
Illinois
$10.9K +$10.9K +235 New
PP
2179
Pacifica Partners
Canada
$10.7K -$1.39K -30 -12%
BOJHT
2180
Bank of Jackson Hole Trust
Wyoming
$10.6K +$10.6K +230 New
EWM
2181
Evolution Wealth Management
Florida
$10.3K +$10.3K +223 New
KWM
2182
Kiker Wealth Management
Georgia
$9.72K -$251K -5,420 -96%
IWM
2183
IMG Wealth Management
Florida
$9.58K +$9.58K +207 New
VWWMG
2184
Vermillion & White Wealth Management Group
Pennsylvania
$9.26K -$5.32K -115 -37%
MBFW
2185
Morton Brown Family Wealth
Pennsylvania
$9.26K
AW
2186
Avion Wealth
Texas
$9K -$223 -5 -2%
DPW
2187
DiNuzzo Private Wealth
Pennsylvania
$8.52K -$833 -18 -9%
BL
2188
BFSG LLC
California
$8.29K -$2.08K -45 -20%
T
2189
Transce3nd
Texas
$8.25K +$7.64K +165 +1,269%
HWP
2190
Highline Wealth Partners
California
$7.79K -$10.5K -226 -57%
MSWA
2191
Marshall & Sterling Wealth Advisors
New York
$7.64K -$11.9K -258 -61%
BFS
2192
Bare Financial Services
Pennsylvania
$7.5K +$7.08K +153 +1,700%
IHWM
2193
Iron Horse Wealth Management
Iowa
$7.27K
1NWS
2194
1 North Wealth Services
Maryland
$7.22K
AWM
2195
Atticus Wealth Management
Florida
$7.19K -$39.5K -852 -85%
FFA
2196
Frazier Financial Advisors
Ohio
$7.08K -$15.4K -332 -68%
WCM
2197
Winthrop Capital Management
Indiana
$7K
PCM
2198
Penserra Capital Management
California
$7K
Kayne Anderson Rudnick Investment Management
2199
Kayne Anderson Rudnick Investment Management
California
$6.71K +$3.66K +79 +120%
GJIA
2200
Glass Jacobson Investment Advisors
Maryland
$6.67K -$16.9K -366 -72%