BMY icon

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 %
IWP
2351
IAG Wealth Partners
Wisconsin
$20.4K
CTC
2352
Cetera Trust Company
Minnesota
$20.1K -$94.5K -1,550 -82%
VWWMG
2353
Vermillion & White Wealth Management Group
Pennsylvania
$19.2K
RPA
2354
Redwood Park Advisors
California
$19K
AWM
2355
Abound Wealth Management
Tennessee
$18.6K -$12.5K -205 -40%
HCM
2356
Hollencrest Capital Management
California
$18.6K -$11.4K -187 -38%
DWM
2357
Dogwood Wealth Management
Kansas
$18.5K +$3.9K +64 +27%
MSFP
2358
Mark Sheptoff Financial Planning
Connecticut
$18.3K -$9.15K -150 -33%
MC
2359
Montag & Caldwell
Georgia
$18.3K
HI
2360
Hoey Investments
Pennsylvania
$18.3K
MDA
2361
Minot DeBlois Advisors
Massachusetts
$18.2K
SC
2362
Stephens Consulting
Michigan
$18.1K
WAS
2363
Winch Advisory Services
Wisconsin
$17.8K +$183 +3 +1%
HIMS
2364
Hager Investment Management Services
New Hampshire
$17.4K
YP
2365
YANKCOM Partnership
South Dakota
$17.2K -$2.75K -45 -14%
MSWM
2366
Mowery & Schoenfeld Wealth Management
Illinois
$16.8K -$2.19K -36 -12%
AT
2367
Arlington Trust
Alabama
$16.7K -$7.14K -117 -30%
MWA
2368
Miller Wealth Advisors
Colorado
$16.3K +$183 +3 +1%
FCT
2369
First Community Trust
Iowa
$15.9K
PP
2370
Pacifica Partners
Canada
$15K
BL
2371
BFSG LLC
California
$13.7K +$6.95K +114 +104%
RFG
2372
REAP Financial Group
Texas
$12.9K +$3.29K +54 +34%
PWA
2373
Physician Wealth Advisors
Utah
$12.9K +$1.95K +32 +18%
LWMI
2374
Legacy Wealth Management (Idaho)
Idaho
$12.5K +$10.7K +175 +583%
AWM
2375
Activest Wealth Management
Florida
$12.4K +$11.7K +192 +1,600%