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Bristol-Myers Squibb

2,444 hedge funds and large institutions have $97.1B invested in Bristol-Myers Squibb in 2025 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 937 increasing their positions, 975 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
-14
Holders Change %
-0.57%
% of All Funds
33.19%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.48%
New
199
Increased
937
Reduced
975
Closed
165
Calls
$1.73B
Puts
$1.7B
Net Calls
+$26M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
2201
Beaird Harris Wealth Management
Texas
$103K +$1.65K +27 +2%
QC
2202
Quent Capital
New York
$102K -$45K -738 -31%
TCM
2203
TruNorth Capital Management
Michigan
$102K +$66.7K +1,093 +188%
IRAG
2204
Investment Research & Advisory Group
Georgia
$101K +$45.7K +750 +83%
MHR
2205
Matthew Hamilton Rosenberg
$100K -$3.6K -59 -3%
HWM
2206
Hemington Wealth Management
Virginia
$100K -$9.19K -151 -8%
CFFP
2207
Center for Financial Planning
Michigan
$98.4K
RF
2208
Rossby Financial
Florida
$97.7K +$97.7K +2,039 New
GC
2209
Garde Capital
Washington
$96.8K +$96.8K +1,587 New
CWM
2210
CarsonAllaria Wealth Management
Illinois
$95K
OCM
2211
Orion Capital Management
California
$94.5K
BI
2212
Binnacle Investments
Iowa
$93.9K +$93.9K +1,539 New
IAS
2213
IMA Advisory Services
Colorado
$93K +$93K +1,525 New
BFP
2214
Briaud Financial Planning
Texas
$93K
1L
2215
10Elms LLP
Oklahoma
$92.3K
WA
2216
Whipplewood Advisors
Colorado
$92.3K +$6.32K +106 +7%
HNW
2217
High Note Wealth
Minnesota
$91.8K -$6.53K -107 -7%
HFS
2218
Hopwood Financial Services
Virginia
$91.5K
FWM
2219
FSA Wealth Management
Massachusetts
$90.6K -$20.1K -330 -18%
RWM
2220
Rialto Wealth Management
New York
$89.6K -$1.04K -17 -1%
S
2221
Sachetta
Massachusetts
$89.4K -$20.1K -329 -18%
ME
2222
McIlrath & Eck
Washington
$89.2K
BGA
2223
Battery Global Advisors
Massachusetts
$87.6K
TWD
2224
True Wealth Design
Ohio
$87.5K +$7.13K +117 +9%
T
2225
Tidemark
California
$86.3K -$39.5K -648 -31%