BMY icon

Bristol-Myers Squibb

2,222 hedge funds and large institutions have $71.2B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 813 increasing their positions, 972 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:

2.95% less ownership

Funds ownership: 80.5%77.55% (-2.9%)

6% less capital invested

Capital invested by funds: $75.8B → $71.2B (-$4.65B)

16% less repeat investments, than reductions

Existing positions increased: 813 | Existing positions reduced: 972

Holders
2,222
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
OIS
1651
OneAscent Investment Solutions
Alabama
$301K
VCWA
1652
Vanguard Capital Wealth Advisors
Colorado
$301K
VA
1653
Valmark Advisers
Ohio
$301K
BRM
1654
Boston Research & Management
Massachusetts
$300K
PWPS
1655
Pinnacle Wealth Planning Services
Ohio
$298K
RC
1656
Rexford Capital
Texas
$298K
OCPWS
1657
One Charles Private Wealth Services
Massachusetts
$298K
ASC
1658
Atalanta Sosnoff Capital
New York
$297K
TWA
1659
Trace Wealth Advisors
California
$297K
SWIM
1660
Smallwood Wealth Investment Management
New Jersey
$297K
RCI
1661
RS Crum Inc
California
$296K
CBA
1662
Coastal Bridge Advisors
Connecticut
$296K
CAM
1663
Cozad Asset Management
Illinois
$295K
BTWM
1664
Baker Tilly Wealth Management
Wisconsin
$294K
BCM
1665
Becker Capital Management
Oregon
$294K
SF
1666
Symphony Financial
Texas
$293K
ABLA
1667
Alan B. Lancz & Associates
Ohio
$293K
TF
1668
Tudor Financial
Ohio
$292K
KAS
1669
KPP Advisory Services
Kentucky
$292K
HWM
1670
Hohimer Wealth Management
Washington
$292K
AFW
1671
Avantra Family Wealth
Pennsylvania
$291K
TFG
1672
Tilson Financial Group
New Jersey
$291K
UIM
1673
Unified Investment Management
Georgia
$290K
SSW
1674
Stone Summit Wealth
Florida
$290K
FWM
1675
Finer Wealth Management
Massachusetts
$289K