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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
OAM
701
Oxford Asset Management
United Kingdom
$2.15M
HTC
702
Haverford Trust Company
Pennsylvania
$2.15M
CK
703
Cohen Klingenstein
New York
$2.14M
RCA
704
Resonant Capital Advisors
Wisconsin
$2.14M
MCM
705
Mengis Capital Management
Oregon
$2.14M
SAI
706
Savvy Advisors Inc
New York
$2.13M
FTWA
707
Fifth Third Wealth Advisors
Ohio
$2.12M
RS
708
R Squared
Hong Kong
$2.11M
KF
709
Krilogy Financial
Missouri
$2.11M
CRWM
710
Castle Rock Wealth Management
California
$2.11M
TA
711
Townsend & Associates
Colorado
$2.1M
IWM
712
IHT Wealth Management
Illinois
$2.09M
CC
713
Cypress Capital
Tennessee
$2.09M
MCM
714
Mill Capital Management
North Carolina
$2.09M
GIA
715
Guyasuta Investment Advisors
Pennsylvania
$2.09M
CIA
716
Choate Investment Advisors
Massachusetts
$2.08M
ECM
717
EagleClaw Capital Management
Massachusetts
$2.08M
CCP
718
Clarkston Capital Partners
Michigan
$2.07M
ORG
719
Optimist Retirement Group
Washington
$2.07M
CPRC
720
Consolidated Portfolio Review Corp
New York
$2.06M
PS
721
Principal Securities
Iowa
$2.05M
WAP
722
Wealthcare Advisory Partners
Pennsylvania
$2.05M
MA
723
Montag & Associates
Georgia
$2.04M
HKAM
724
Horizon Kinetics Asset Management
New York
$2.03M
DFCM
725
Dark Forest Capital Management
Puerto Rico
$2.01M