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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
NA
1276
Navellier & Associates
Nevada
$598K
WAM
1277
WNY Asset Management
New York
$596K
BTW
1278
Boston Trust Walden
Massachusetts
$596K
SFM
1279
Signet Financial Management
New Jersey
$591K
AC
1280
Avestar Capital
New York
$588K
VRM
1281
Vectors Research Management
New York
$586K
IP
1282
Investment Partners
Ohio
$586K
AWE
1283
Avidian Wealth Enterprises
Texas
$585K
HWAM
1284
Hennion & Walsh Asset Management
New Jersey
$583K
CCWA
1285
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$582K
PFS
1286
Physicians Financial Services
North Carolina
$582K
RF
1287
RHS Financial
California
$581K
CAL
1288
Capital Analysts LLC
Pennsylvania
$579K
DAM
1289
DLD Asset Management
New York
$578K
PAM
1290
Parvin Asset Management
South Dakota
$578K
LCM
1291
LVM Capital Management
Michigan
$576K
MWM
1292
Maridea Wealth Management
New York
$574K
SWGC
1293
Summit Wealth Group (Colorado)
Colorado
$572K
SFG
1294
Sovereign Financial Group
Connecticut
$570K
MWC
1295
MBM Wealth Consultants
Missouri
$569K
MBT
1296
Montecito Bank & Trust
California
$567K
CGL
1297
Clarius Group LLC
Washington
$565K
TNA
1298
True North Advisors
Texas
$565K
KWM
1299
Keebeck Wealth Management
Illinois
$564K
TFS
1300
Thoroughbred Financial Services
Tennessee
$564K