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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
RMP
1651
Richards, Merrill & Peterson
Washington
$307K
WFI
1652
West Family Investments
California
$307K
SWM
1653
Spire Wealth Management
Virginia
$306K
JGGDR
1654
JGP Global Gestao de Recursos
Brazil
$306K
VBCG
1655
Valley Brook Capital Group
Pennsylvania
$305K
ADL
1656
Asset Dedication LLC
California
$304K
BB
1657
Burford Brothers
Texas
$303K
FBT
1658
First Bank & Trust
South Dakota
$303K
MWS
1659
MFA Wealth Services
California
$303K
CH
1660
Cromwell Holdings
Wyoming
$303K
NIM
1661
Northeast Investment Management
Massachusetts
$302K
WIC
1662
Wilkins Investment Counsel
Massachusetts
$302K
OIS
1663
OneAscent Investment Solutions
Alabama
$301K
VCWA
1664
Vanguard Capital Wealth Advisors
Colorado
$301K
VA
1665
Valmark Advisers
Ohio
$301K
BRM
1666
Boston Research & Management
Massachusetts
$300K
PWPS
1667
Pinnacle Wealth Planning Services
Ohio
$298K
RC
1668
Rexford Capital
Texas
$298K
OCPWS
1669
One Charles Private Wealth Services
Massachusetts
$298K
ASC
1670
Atalanta Sosnoff Capital
New York
$297K
TWA
1671
Trace Wealth Advisors
California
$297K
SWIM
1672
Smallwood Wealth Investment Management
New Jersey
$297K
RCI
1673
RS Crum Inc
California
$296K
CBA
1674
Coastal Bridge Advisors
Connecticut
$296K
CAM
1675
Cozad Asset Management
Illinois
$295K