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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
HWAM
1276
Hennion & Walsh Asset Management
New Jersey
$583K
CCWA
1277
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$582K
PFS
1278
Physicians Financial Services
North Carolina
$582K
RF
1279
RHS Financial
California
$581K
CAL
1280
Capital Analysts LLC
Pennsylvania
$579K
DAM
1281
DLD Asset Management
New York
$578K
PAM
1282
Parvin Asset Management
South Dakota
$578K
LCM
1283
LVM Capital Management
Michigan
$576K
MWM
1284
Maridea Wealth Management
New York
$574K
SWGC
1285
Summit Wealth Group (Colorado)
Colorado
$572K
SFG
1286
Sovereign Financial Group
Connecticut
$570K
MWC
1287
MBM Wealth Consultants
Missouri
$569K
MBT
1288
Montecito Bank & Trust
California
$567K
CGL
1289
Clarius Group LLC
Washington
$565K
TNA
1290
True North Advisors
Texas
$565K
KWM
1291
Keebeck Wealth Management
Illinois
$564K
TFS
1292
Thoroughbred Financial Services
Tennessee
$564K
GIM
1293
Gold Investment Management
Alberta, Canada
$563K
SS
1294
Sunbelt Securities
Texas
$561K
QPWM
1295
Quadrant Private Wealth Management
Pennsylvania
$561K
FB
1296
Fulton Bank
Pennsylvania
$561K
QWM
1297
Quadcap Wealth Management
Texas
$558K
TSW
1298
Thompson Siegel & Walmsley
Virginia
$557K
PFA
1299
Pure Financial Advisors
California
$555K
NWM
1300
Northcape Wealth Management
New York
$555K