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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
PTP
1026
Platform Technology Partners
New York
$992K
SIC
1027
Salem Investment Counselors
North Carolina
$989K
GT
1028
Greenleaf Trust
Michigan
$985K
Jennison Associates
1029
Jennison Associates
New York
$980K
PWG
1030
Portside Wealth Group
Utah
$979K
SS
1031
SBI Securities
Japan
$976K
RFA
1032
RTD Financial Advisors
Pennsylvania
$974K
MIC
1033
Means Investment Company
Maine
$972K
CCG
1034
Chatham Capital Group
Georgia
$972K
AIP
1035
ARS Investment Partners
New York
$964K
CCM
1036
Chilton Capital Management
Texas
$961K
FCCM
1037
First City Capital Management
Georgia
$960K
CRC
1038
Curi RMB Capital
Illinois
$959K
NCM
1039
NCM Capital Management
New Jersey
$958K
OPW
1040
Oxler Private Wealth
New York
$957K
EWM
1041
Evercore Wealth Management
New York
$955K
VA
1042
VestGen Advisors
Illinois
$949K
IFWM
1043
Institute for Wealth Management
Colorado
$948K
BLC
1044
Brown, Lisle/Cummings
Rhode Island
$943K
VAG
1045
VisionPoint Advisory Group
Texas
$941K
MWM
1046
Modera Wealth Management
New Jersey
$937K
ET
1047
Equitable Trust
Tennessee
$935K
CHAM
1048
Clear Harbor Asset Management
Connecticut
$935K
KIA
1049
KCM Investment Advisors
California
$933K
HIM
1050
Hillsdale Investment Management
Ontario, Canada
$932K