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Bristol-Myers Squibb

2,252 hedge funds and large institutions have $71.4B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 827 increasing their positions, 983 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:

2.81% less ownership

Funds ownership: 80.6%77.8% (-2.8%)

6% less capital invested

Capital invested by funds: $76.3B → $71.4B (-$4.91B)

16% less repeat investments, than reductions

Existing positions increased: 827 | Existing positions reduced: 983

Holders
2,252
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 +$277M
2 +$246M
3 +$214M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$168M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$165M

Top Sellers

1 -$1.58B
2 -$830M
3 -$405M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$277M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
1101
Intellectus Partners
California
$865K
PNC
1102
Park National Corp
Ohio
$865K
BBA
1103
BLB&B Advisors
Pennsylvania
$864K
SIC
1104
SFE Investment Counsel
California
$862K
SIG
1105
Sky Investment Group
Connecticut
$861K
PP
1106
Patten & Patten
Tennessee
$859K
PK
1107
Pflug Koory
Nebraska
$856K
MJRIC
1108
Mogy Joel R Investment Counsel
California
$854K
WTFG
1109
Wells Trecaso Financial Group
Ohio
$852K
JWM
1110
Jeppson Wealth Management
California
$845K
WWA
1111
WCG Wealth Advisors
Nevada
$843K
MWM
1112
Modern Wealth Management
Kansas
$842K
OWM
1113
Opes Wealth Management
California
$842K
MK
1114
MASTERINVEST Kapitalanlage
$841K
ACM
1115
Adalta Capital Management
New York
$840K
TAFW
1116
Tred Avon Family Wealth
Maryland
$838K
HAM
1117
Hedges Asset Management
Nevada
$838K
XWM
1118
Xcel Wealth Management
Florida
$838K
CFA
1119
Capstone Financial Advisors
Illinois
$836K
1IA
1120
1620 Investment Advisors
Massachusetts
$826K
ACM
1121
Aljian Capital Management
Nevada
$825K
LSA
1122
Lion Street Advisors
Texas
$823K
UBV
1123
United Bank (Virginia)
Virginia
$816K
GBT
1124
Grove Bank & Trust
Florida
$815K
OC
1125
Opinicus Capital
Florida
$815K