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Bristol-Myers Squibb

2,270 hedge funds and large institutions have $75.8B invested in Bristol-Myers Squibb in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 810 increasing their positions, 1,023 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: $97.2B → $75.8B (-$21.3B)

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
2,270
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
KWM
2201
Kiker Wealth Management
Georgia
$9.72K
IWM
2202
IMG Wealth Management
Florida
$9.58K
VWWMG
2203
Vermillion & White Wealth Management Group
Pennsylvania
$9.26K
MBFW
2204
Morton Brown Family Wealth
Pennsylvania
$9.26K
RWA
2205
Redmont Wealth Advisors
Illinois
$9.16K
AW
2206
Avion Wealth
Texas
$9K
DPW
2207
DiNuzzo Private Wealth
Pennsylvania
$8.52K
BL
2208
BFSG LLC
California
$8.29K
T
2209
Transce3nd
Texas
$8.24K
HWP
2210
Highline Wealth Partners
California
$7.79K
MSWA
2211
Marshall & Sterling Wealth Advisors
New York
$7.64K
BFS
2212
Bare Financial Services
Pennsylvania
$7.5K
IHWM
2213
Iron Horse Wealth Management
Iowa
$7.27K
1NWS
2214
1 North Wealth Services
Maryland
$7.22K
AWM
2215
Atticus Wealth Management
Florida
$7.19K
FFA
2216
Frazier Financial Advisors
Ohio
$7.08K
PCM
2217
Penserra Capital Management
California
$7K
WCM
2218
Winthrop Capital Management
Indiana
$7K
Kayne Anderson Rudnick Investment Management
2219
Kayne Anderson Rudnick Investment Management
California
$6.71K
GJIA
2220
Glass Jacobson Investment Advisors
Maryland
$6.67K
KA
2221
Kozak & Associates
Colorado
$6.58K
OLVIG
2222
Oliver Lagore Vanvalin Investment Group
Michigan
$6.4K
RTL
2223
Red Tortoise LLC
Georgia
$6.39K
TWD
2224
True Wealth Design
Ohio
$6.37K
FA
2225
Financial Avengers
California
$6.2K