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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
AWM
2401
Accel Wealth Management
Iowa
PWM
2402
Pines Wealth Management
North Carolina
SBCM
2403
Schwerin Boyle Capital Management
Massachusetts
FOA
2404
Five Oceans Advisors
California
SLG
2405
Stanley-Laman Group
Pennsylvania
WA
2406
WBH Advisory
Maryland
CCB
2407
Country Club Bank
Missouri
BFG
2408
Beacon Financial Group
Texas
AA
2409
Auxano Advisors
Washington
BWM
2410
Baron Wealth Management
Michigan
CWM
2411
Connecticut Wealth Management
Connecticut
LIM
2412
Lathrop Investment Management
Arkansas
EAM
2413
Empirical Asset Management
Massachusetts
AWM
2414
Aviso Wealth Management
Washington
HFAS
2415
Hummer Financial Advisory Services
Illinois
BMWS
2416
Brady Martz Wealth Solutions
North Dakota
SM
2417
Sciencast Management
New Jersey
EGA
2418
E&G Advisors
Texas
CAC
2419
Certified Advisory Corp
Florida
HCM
2420
Hutchinson Capital Management
California
FFA
2421
First Foundation Advisors
California
FG
2422
Foster Group
Iowa
AWAP
2423
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
JC
2424
Jacobs & Co
California
EW
2425
Elyxium Wealth
California