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Bristol-Myers Squibb

2,215 hedge funds and large institutions have $71.1B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 809 increasing their positions, 970 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:

2.96% less ownership

Funds ownership: 80.45%77.49% (-3%)

6% less capital invested

Capital invested by funds: $75.8B → $71.1B (-$4.65B)

17% less repeat investments, than reductions

Existing positions increased: 809 | Existing positions reduced: 970

Holders
2,215
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
MWM
1101
Modern Wealth Management
Kansas
$842K
OWM
1102
Opes Wealth Management
California
$842K
MK
1103
MASTERINVEST Kapitalanlage
$841K
ACM
1104
Adalta Capital Management
New York
$840K
TAFW
1105
Tred Avon Family Wealth
Maryland
$838K
HAM
1106
Hedges Asset Management
Nevada
$838K
XWM
1107
Xcel Wealth Management
Florida
$838K
CFA
1108
Capstone Financial Advisors
Illinois
$836K
1IA
1109
1620 Investment Advisors
Massachusetts
$826K
ACM
1110
Aljian Capital Management
Nevada
$825K
LSA
1111
Lion Street Advisors
Texas
$823K
UBV
1112
United Bank (Virginia)
Virginia
$816K
GBT
1113
Grove Bank & Trust
Florida
$815K
OC
1114
Opinicus Capital
Florida
$815K
SL
1115
Sentry LLC
Tennessee
$815K
MSAM
1116
Moloney Securities Asset Management
Missouri
$813K
TNB
1117
Thomasville National Bank
Georgia
$812K
SGI
1118
Summit Global Investments
Utah
$809K
FG
1119
Fiduciary Group
Georgia
$807K
GIC
1120
Generali Investments CEE
Czech Republic
$807K
CAI
1121
Capital Advisors Inc
Oklahoma
$807K
SWM
1122
SeaCrest Wealth Management
New York
$806K
JAG
1123
Journey Advisory Group
Kentucky
$805K
WAL
1124
W Advisors LLC
Tennessee
$804K
WA
1125
Wealth Alliance
New York
$803K