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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
WCA
2426
Westover Capital Advisors
Delaware
SW
2427
SkyOak Wealth
Michigan
FNBOMD
2428
First National Bank of Mount Dora
Florida
PHIC
2429
Pine Haven Investment Counsel
Massachusetts
FFG
2430
Frisch Financial Group
New York
WCF
2431
West Coast Financial
California
QPW
2432
Quantum Private Wealth
Florida
ARC
2433
Advisor Resource Council
Texas
EF
2434
Exeter Financial
Arizona
SCA
2435
Sandy Cove Advisors
Massachusetts
FAT
2436
First American Trust
California
FWP
2437
Forefront Wealth Partners
Texas
FMC
2438
First Merchants Corp
Indiana
TIA
2439
Tiemann Investment Advisors
California
DIM
2440
Delta Investment Management
California
FCFC
2441
First Commonwealth Financial Corp
Pennsylvania
LGG
2442
Luts & Greenleigh Group
Maryland
PWM
2443
PBMares Wealth Management
Virginia
CWP
2444
CFM Wealth Partners
Texas
BW
2445
Basepoint Wealth
Iowa
VC
2446
Vicus Capital
Pennsylvania
FWM
2447
Focused Wealth Management
New York
FA
2448
Financial Advisors
Massachusetts
PA
2449
Parkside Advisors
California
MWM
2450
MinichMacGregor Wealth Management
New York