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Bristol-Myers Squibb

2,239 hedge funds and large institutions have $71.4B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 824 increasing their positions, 977 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

2.79% less ownership

Funds ownership: 80.58%77.79% (-2.8%)

6% less capital invested

Capital invested by funds: $75.9B → $71.4B (-$4.5B)

16% less repeat investments, than reductions

Existing positions increased: 824 | Existing positions reduced: 977

Holders
2,239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39B
Puts
$1.44B
Net Calls
Net Calls Change

Top Buyers

1 +$268M
2 +$238M
3 +$207M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$163M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$159M

Top Sellers

1 -$1.52B
2 -$802M
3 -$391M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$267M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
676
Merit Financial Group
Georgia
$2.38M
FM
677
Foster & Motley
Ohio
$2.36M
IFU
678
iSAM Funds (UK)
United Kingdom
$2.36M
LWP
679
LMG Wealth Partners
Louisiana
$2.36M
IA
680
IFG Advisory
Georgia
$2.34M
BCI
681
Brinker Capital Investments
Pennsylvania
$2.32M
CAM
682
Carret Asset Management
New York
$2.32M
VSQM
683
V-Square Quantitative Management
Illinois
$2.32M
MWM
684
Meridian Wealth Management
Kentucky
$2.31M
O
685
Ossiam
France
$2.3M
HAG
686
HighPoint Advisor Group
Illinois
$2.29M
Edgewood Management
687
Edgewood Management
Connecticut
$2.28M
EFS
688
Essex Financial Services
Connecticut
$2.27M
GF
689
Gries Financial
Ohio
$2.27M
FWCM
690
Ferguson Wellman Capital Management
Oregon
$2.27M
DWM
691
Dakota Wealth Management
Florida
$2.26M
DIA
692
Dean Investment Associates
Ohio
$2.24M
VAM
693
Verity Asset Management
North Carolina
$2.23M
CFG
694
Citizens Financial Group
Rhode Island
$2.22M
ISB
695
Iowa State Bank
Iowa
$2.2M
CGPCS
696
Capital Group Private Client Services
California
$2.2M
CP
697
Coho Partners
Pennsylvania
$2.18M
MCP
698
Mirador Capital Partners
California
$2.17M
SC
699
Sapient Capital
Indiana
$2.16M
BG
700
Bellevue Group
Switzerland
$2.15M