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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
RF
1276
RHS Financial
California
$581K
CAL
1277
Capital Analysts LLC
Pennsylvania
$579K
DAM
1278
DLD Asset Management
New York
$578K
PAM
1279
Parvin Asset Management
South Dakota
$578K
LCM
1280
LVM Capital Management
Michigan
$576K
MWM
1281
Maridea Wealth Management
New York
$574K
SWGC
1282
Summit Wealth Group (Colorado)
Colorado
$572K
SFG
1283
Sovereign Financial Group
Connecticut
$570K
MWC
1284
MBM Wealth Consultants
Missouri
$569K
MBT
1285
Montecito Bank & Trust
California
$567K
CGL
1286
Clarius Group LLC
Washington
$565K
TNA
1287
True North Advisors
Texas
$565K
KWM
1288
Keebeck Wealth Management
Illinois
$564K
TFS
1289
Thoroughbred Financial Services
Tennessee
$564K
GIM
1290
Gold Investment Management
Alberta, Canada
$563K
SS
1291
Sunbelt Securities
Texas
$561K
QPWM
1292
Quadrant Private Wealth Management
Pennsylvania
$561K
FB
1293
Fulton Bank
Pennsylvania
$561K
QWM
1294
Quadcap Wealth Management
Texas
$558K
TSW
1295
Thompson Siegel & Walmsley
Virginia
$557K
PFA
1296
Pure Financial Advisors
California
$555K
NWM
1297
Northcape Wealth Management
New York
$555K
DWM
1298
Diversify Wealth Management
Utah
$554K
CPW
1299
Cove Private Wealth
New York
$553K
VCAM
1300
Van Cleef Asset Management
Ohio
$552K