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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 %
TCM
2301
TD Capital Management
Tennessee
$37.8K +$183 +3 +0.5%
CFP
2302
Comprehensive Financial Planning
Pennsylvania
$37.4K +$305 +5 +0.8%
IA
2303
IFS Advisors
Kansas
$36.6K -$10.2K -167 -22%
PWA
2304
Provenance Wealth Advisors
Florida
$36.6K -$1.95K -32 -5%
EWA
2305
EQ Wealth Advisors
Texas
$36.6K +$36.6K +600 New
DWS
2306
Dynamic Wealth Strategies
California
$36K +$36K +590 New
CIAS
2307
CBIZ Investment Advisory Services
Ohio
$35.4K +$14.1K +231 +66%
AAG
2308
Accordant Advisory Group
Maryland
$35.4K
LFA
2309
LGT Financial Advisors
Texas
$34K +$305 +5 +0.9%
RS
2310
Rakuten Securities
Japan
$33.3K -$37.8K -620 -53%
GWM
2311
Guardian Wealth Management
Illinois
$33.1K +$183 +3 +0.6%
ACM
2312
Accent Capital Management
Ohio
$33K +$33K +541 New
NRWA
2313
North Ridge Wealth Advisors
Oregon
$32.3K
BIA
2314
Bell Investment Advisors
California
$32K +$732 +12 +2%
DWM
2315
Darwin Wealth Management
Florida
$31.8K
JAM
2316
JCIC Asset Management
Ontario, Canada
$31.7K +$11K +180 +53%
DFA
2317
DHJJ Financial Advisors
Illinois
$31.3K
HIIFS
2318
Harel Insurance Investments & Financial Services
Israel
$31K +$31K +504 New
DF
2319
DecisionPoint Financial
Arizona
$30.8K
FMP
2320
Financial Management Professionals
Texas
$30.7K +$6.22K +102 +25%
OA
2321
Operose Advisors
Wisconsin
$30.5K -$11K -181 -27%
CIR
2322
Clear Investment Research
Georgia
$30.5K
FGA
2323
Fortis Group Advisors
New Jersey
$30.5K
SIM
2324
Studio Investment Management
Illinois
$30.5K
FFA
2325
Frazier Financial Advisors
Ohio
$29.6K -$12.7K -209 -30%