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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
CIA
1251
Caerus Investment Advisors
Texas
$621K
BHBT
1252
Burke & Herbert Bank & Trust
Virginia
$620K
FFS
1253
Founders Financial Securities
Maryland
$620K
IHL
1254
Investment House LLC
California
$619K
DAS
1255
Diversify Advisory Services
Utah
$617K
AIA
1256
Affinity Investment Advisors
California
$616K
AWM
1257
Arista Wealth Management
Nevada
$616K
HI
1258
Harper Investing
California
$615K
FA
1259
Fiduciary Alliance
South Carolina
$615K
SFS
1260
Stiles Financial Services
Minnesota
$614K
DIP
1261
Davis Investment Partners
North Carolina
$614K
DTC
1262
Davidson Trust Company
Washington
$613K
FWA
1263
FSM Wealth Advisors
Ohio
$611K
OBWG
1264
Onyx Bridge Wealth Group
New York
$610K
WPC
1265
Wedmont Private Capital
Pennsylvania
$610K
RWMG
1266
Redwood Wealth Management Group
New Jersey
$610K
RBFC
1267
Roman Butler Fullerton & Co
Missouri
$609K
FIC
1268
FCG Investment Company
Tennessee
$609K
TS
1269
Tamar Securities
California
$605K
BTWM
1270
Brass Tax Wealth Management
Ohio
$605K
ACI
1271
Alpha Cubed Investments
California
$604K
FIA
1272
Foundations Investment Advisors
Arizona
$601K
AWM
1273
Angeles Wealth Management
California
$599K
CGIM
1274
Capital Group Investment Management
Singapore
$599K
CWG
1275
Cornerstone Wealth Group
North Carolina
$598K