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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
EWA
2351
ERTS Wealth Advisors
Michigan
CW
2352
Cook Wealth
North Carolina
GPWM
2353
Grant Private Wealth Management
California
IP
2354
Ignite Planners
California
RCG
2355
Regatta Capital Group
California
MG
2356
Mather Group
Illinois
MW
2357
MBL Wealth
North Carolina
AFW
2358
Atlantic Family Wealth
Florida
S
2359
Sunpointe
Missouri
TAM
2360
Townsend Asset Management
North Carolina
CGH
2361
CMG Global Holdings
Texas
FA
2362
FDx Advisors
Illinois
OCBCO
2363
Oversea-Chinese Banking Corp (OCBC)
Singapore
AWM
2364
Avior Wealth Management
Nebraska
PCG
2365
PFC Capital Group
California
OFS
2366
Orrstown Financial Services
Pennsylvania
PWPS
2367
Pinnacle Wealth Planning Services
Ohio
RPSA
2368
Richard P. Slaughter Associates
Texas
RZH
2369
Relyea Zuckerberg Hanson
Connecticut
PCP
2370
Proficio Capital Partners
Massachusetts
MPM
2371
MBB Public Markets
Illinois
PMG
2372
ProVise Management Group
Florida
WI
2373
WrapManager Inc
California
SHGA
2374
Sand Hill Global Advisors
California
LPAM
2375
Lodestar Private Asset Management
California