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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
SCM
1451
SOL Capital Management
Maryland
$418K
RC
1452
Roundview Capital
New Jersey
$418K
CCWM
1453
Cassaday & Co Wealth Management
Virginia
$416K
SSWM
1454
Smith Salley Wealth Management
North Carolina
$413K
LPT
1455
Legacy Private Trust
Wisconsin
$412K
FFC
1456
First Financial Corp
Indiana
$412K
LF
1457
Lantz Financial
Illinois
$412K
M
1458
Mirova
France
$412K
WC
1459
Waterloo Capital
Texas
$411K
HIA
1460
Harbor Investment Advisory
Maryland
$410K
MWPCG
1461
Measured Wealth Private Client Group
New Hampshire
$409K
TBT
1462
Texas Bank & Trust
Texas
$409K
EWA
1463
EverSource Wealth Advisors
Alabama
$409K
FMB
1464
Field & Main Bank
Kentucky
$408K
IF
1465
Ironwood Financial
Arizona
$407K
IA
1466
Integrity Alliance
Iowa
$407K
NA
1467
Nautilus Advisors
California
$407K
OF
1468
Optimize Financial
California
$406K
CT
1469
Colonial Trust
South Carolina
$406K
BFA
1470
Beaumont Financial Advisors
Massachusetts
$405K
CC
1471
Cornerstone Capital
California
$405K
CFO
1472
CVA Family Office
Colorado
$404K
JJBC
1473
James J. Burns & Company
New York
$404K
BP
1474
BBR Partners
New York
$403K
CFSG
1475
Clark Financial Services Group
Missouri
$402K