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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
ATC
1001
Adirondack Trust Company
New York
$1.05M
PCM
1002
Prelude Capital Management
New York
$1.05M
MWM
1003
Manske Wealth Management
Texas
$1.05M
LGF
1004
LGT Group Foundation
Liechtenstein
$1.05M
BPWM
1005
Badgley Phelps Wealth Managers
Washington
$1.05M
WCBA
1006
Weaver C. Barksdale & Associates
Tennessee
$1.04M
CSA
1007
Cornerstone Select Advisors
Missouri
$1.04M
TTWM
1008
TCV Trust & Wealth Management
Virginia
$1.04M
MIM
1009
MTM Investment Management
South Carolina
$1.03M
CLA
1010
Carnegie Lake Advisors
New Jersey
$1.03M
CFCI
1011
Comprehensive Financial Consultants Institutional
Indiana
$1.03M
WWM
1012
Western Wealth Management
Colorado
$1.03M
CAM
1013
Cobblestone Asset Management
Virginia
$1.02M
BMC
1014
Beaton Management Company
Massachusetts
$1.02M
TT
1015
TI-Trust
Illinois
$1.02M
CT
1016
Chicago Trust
Illinois
$1.02M
CPIG
1017
Chicago Partners Investment Group
Illinois
$1.02M
CWP
1018
Concord Wealth Partners
Virginia
$1.02M
IB
1019
Intrust Bank
Kansas
$1.01M
SC
1020
Schulhoff & Co
Ohio
$1.01M
SCM
1021
Sterling Capital Management
North Carolina
$1.01M
DWMS
1022
Dominguez Wealth Management Solutions
Virginia
$1M
FFM
1023
Forum Financial Management
Illinois
$1M
BTI
1024
Blue Trust Inc
Georgia
$998K
LOIP
1025
Live Oak Investment Partners
Texas
$995K