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Bristol-Myers Squibb

2,219 hedge funds and large institutions have $71.2B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 812 increasing their positions, 971 reducing their positions, and 147 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:

2.95% less ownership

Funds ownership: 80.5%77.55% (-2.9%)

6% less capital invested

Capital invested by funds: $75.8B → $71.2B (-$4.65B)

16% less repeat investments, than reductions

Existing positions increased: 812 | Existing positions reduced: 971

Holders
2,219
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
FTWA
701
Fifth Third Wealth Advisors
Ohio
$2.12M
RS
702
R Squared
Hong Kong
$2.11M
KF
703
Krilogy Financial
Missouri
$2.11M
CRWM
704
Castle Rock Wealth Management
California
$2.11M
TA
705
Townsend & Associates
Colorado
$2.1M
IWM
706
IHT Wealth Management
Illinois
$2.09M
CC
707
Cypress Capital
Tennessee
$2.09M
MCM
708
Mill Capital Management
North Carolina
$2.09M
GIA
709
Guyasuta Investment Advisors
Pennsylvania
$2.09M
CIA
710
Choate Investment Advisors
Massachusetts
$2.08M
ECM
711
EagleClaw Capital Management
Massachusetts
$2.08M
CCP
712
Clarkston Capital Partners
Michigan
$2.07M
ORG
713
Optimist Retirement Group
Washington
$2.07M
CPRC
714
Consolidated Portfolio Review Corp
New York
$2.06M
PS
715
Principal Securities
Iowa
$2.05M
WAP
716
Wealthcare Advisory Partners
Pennsylvania
$2.05M
MA
717
Montag & Associates
Georgia
$2.04M
HKAM
718
Horizon Kinetics Asset Management
New York
$2.03M
DFCM
719
Dark Forest Capital Management
Puerto Rico
$2.01M
SMFG
720
Sumitomo Mitsui Financial Group
Japan
$2.01M
BB
721
Busey Bank
Illinois
$2M
RI
722
Ridgewood Investments
New Jersey
$1.99M
AAMU
723
APG Asset Management US
New York
$1.99M
PA
724
Promethium Advisors
Maryland
$1.99M
TSS
725
Two Sigma Securities
New York
$1.98M