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Bristol-Myers Squibb

2,222 hedge funds and large institutions have $71.2B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 813 increasing their positions, 972 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: 813 | Existing positions reduced: 972

Holders
2,222
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
WTFG
1101
Wells Trecaso Financial Group
Ohio
$852K
JWM
1102
Jeppson Wealth Management
California
$845K
WWA
1103
WCG Wealth Advisors
Nevada
$843K
MWM
1104
Modern Wealth Management
Kansas
$842K
OWM
1105
Opes Wealth Management
California
$842K
MK
1106
MASTERINVEST Kapitalanlage
$841K
ACM
1107
Adalta Capital Management
New York
$840K
TAFW
1108
Tred Avon Family Wealth
Maryland
$838K
HAM
1109
Hedges Asset Management
Nevada
$838K
XWM
1110
Xcel Wealth Management
Florida
$838K
CFA
1111
Capstone Financial Advisors
Illinois
$836K
1IA
1112
1620 Investment Advisors
Massachusetts
$826K
ACM
1113
Aljian Capital Management
Nevada
$825K
LSA
1114
Lion Street Advisors
Texas
$823K
UBV
1115
United Bank (Virginia)
Virginia
$816K
GBT
1116
Grove Bank & Trust
Florida
$815K
OC
1117
Opinicus Capital
Florida
$815K
SL
1118
Sentry LLC
Tennessee
$815K
MSAM
1119
Moloney Securities Asset Management
Missouri
$813K
TNB
1120
Thomasville National Bank
Georgia
$812K
SGI
1121
Summit Global Investments
Utah
$809K
FG
1122
Fiduciary Group
Georgia
$807K
GIC
1123
Generali Investments CEE
Czech Republic
$807K
CAI
1124
Capital Advisors Inc
Oklahoma
$807K
SWM
1125
SeaCrest Wealth Management
New York
$806K