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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
SWA
1551
Sax Wealth Advisors
New Jersey
$356K
MFA
1552
Mayflower Financial Advisors
Massachusetts
$356K
DE
1553
Diversified Enterprises
Delaware
$355K
HCG
1554
Haven Capital Group
California
$354K
HR
1555
Hardy Reed
Mississippi
$352K
QWP
1556
Quotient Wealth Partners
Texas
$351K
SW
1557
Simplicity Wealth
New Jersey
$349K
FMLI
1558
Fukoku Mutual Life Insurance
Japan
$348K
HWMO
1559
Heritage Wealth Management (Ohio)
Ohio
$348K
MCWA
1560
Meadow Creek Wealth Advisors
Georgia
$347K
PPW
1561
Parcion Private Wealth
Washington
$347K
PCG
1562
Prosperity Consulting Group
Maryland
$347K
SLI
1563
Sumitomo Life Insurance
Japan
$347K
BIAS
1564
Beacon Investment Advisory Services
New Jersey
$346K
CA
1565
Crewe Advisors
Utah
$345K
AI
1566
Arvest Investments
Arkansas
$344K
QIM
1567
Quantitative Investment Management
Virginia
$344K
AF
1568
Atala Financial
California
$342K
AFG
1569
Allegheny Financial Group
Pennsylvania
$342K
TPI
1570
Trust Point Inc
Wisconsin
$340K
SFA
1571
Souders Financial Advisors
Ohio
$340K
LGWM
1572
Litman Gregory Wealth Management
California
$340K
AO
1573
Advisor OS
Illinois
$340K
SFC
1574
SYM Financial Corp
Indiana
$340K
AWM
1575
Aprio Wealth Management
Georgia
$340K