BMY icon

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
HVIA
1651
Hudson Valley Investment Advisors
New York
$311K
KIC
1652
Keating Investment Counselors
Florida
$309K
Empower Advisory Group
1653
Empower Advisory Group
Colorado
$308K
MP
1654
McDonald Partners
Ohio
$308K
RMP
1655
Richards, Merrill & Peterson
Washington
$307K
WFI
1656
West Family Investments
California
$307K
SWM
1657
Spire Wealth Management
Virginia
$306K
JGGDR
1658
JGP Global Gestao de Recursos
Brazil
$306K
VBCG
1659
Valley Brook Capital Group
Pennsylvania
$305K
ADL
1660
Asset Dedication LLC
California
$304K
BB
1661
Burford Brothers
Texas
$303K
FBT
1662
First Bank & Trust
South Dakota
$303K
MWS
1663
MFA Wealth Services
California
$303K
CH
1664
Cromwell Holdings
Wyoming
$303K
NIM
1665
Northeast Investment Management
Massachusetts
$302K
WIC
1666
Wilkins Investment Counsel
Massachusetts
$302K
OIS
1667
OneAscent Investment Solutions
Alabama
$301K
VCWA
1668
Vanguard Capital Wealth Advisors
Colorado
$301K
VA
1669
Valmark Advisers
Ohio
$301K
BRM
1670
Boston Research & Management
Massachusetts
$300K
PWPS
1671
Pinnacle Wealth Planning Services
Ohio
$298K
NFP
1672
Narus Financial Partners
Utah
$298K
RC
1673
Rexford Capital
Texas
$298K
OCPWS
1674
One Charles Private Wealth Services
Massachusetts
$298K
ASC
1675
Atalanta Sosnoff Capital
New York
$297K