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Bristol-Myers Squibb

2,252 hedge funds and large institutions have $71.4B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 827 increasing their positions, 983 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:

2.81% less ownership

Funds ownership: 80.6%77.8% (-2.8%)

6% less capital invested

Capital invested by funds: $76.3B → $71.4B (-$4.91B)

16% less repeat investments, than reductions

Existing positions increased: 827 | Existing positions reduced: 983

Holders
2,252
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 +$277M
2 +$246M
3 +$214M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$168M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$165M

Top Sellers

1 -$1.58B
2 -$830M
3 -$405M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$277M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1551
Sage Mountain Advisors
Georgia
$365K
CCA
1552
Childress Capital Advisors
Texas
$365K
SIC
1553
Shoker Investment Counsel
Ohio
$365K
BMC
1554
Benin Management Corp
Connecticut
$364K
KP
1555
Keel Point
Alabama
$363K
TYCC
1556
Texas Yale Capital Corp
Florida
$363K
RWM
1557
Riverbend Wealth Management
South Carolina
$363K
MCA
1558
MSH Capital Advisors
Arizona
$362K
LWCFA
1559
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$362K
AFM
1560
Armstrong Fleming & Moore
District of Columbia
$362K
PFW
1561
Petros Family Wealth
Minnesota
$362K
NA
1562
Nordwand Advisors
Pennsylvania
$362K
MFFIA
1563
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$361K
WIM
1564
WealthPlan Investment Management
Nebraska
$360K
TFIPS
1565
Towarzystwo Funduszy Inwestycyjnych PZU SA
$359K
ISFAN
1566
Investor's Fiduciary Advisor Network
Washington
$359K
NWMG
1567
National Wealth Management Group
Ohio
$357K
SWA
1568
Sax Wealth Advisors
New Jersey
$356K
MFA
1569
Mayflower Financial Advisors
Massachusetts
$356K
DE
1570
Diversified Enterprises
Delaware
$355K
HCG
1571
Haven Capital Group
California
$354K
HR
1572
Hardy Reed
Mississippi
$352K
QWP
1573
Quotient Wealth Partners
Texas
$351K
SW
1574
Simplicity Wealth
New Jersey
$349K
FMLI
1575
Fukoku Mutual Life Insurance
Japan
$348K