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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
PWPS
1651
Pinnacle Wealth Planning Services
Ohio
$298K
RC
1652
Rexford Capital
Texas
$298K
OCPWS
1653
One Charles Private Wealth Services
Massachusetts
$298K
ASC
1654
Atalanta Sosnoff Capital
New York
$297K
TWA
1655
Trace Wealth Advisors
California
$297K
SWIM
1656
Smallwood Wealth Investment Management
New Jersey
$297K
RCI
1657
RS Crum Inc
California
$296K
CBA
1658
Coastal Bridge Advisors
Connecticut
$296K
CAM
1659
Cozad Asset Management
Illinois
$295K
BTWM
1660
Baker Tilly Wealth Management
Wisconsin
$294K
BCM
1661
Becker Capital Management
Oregon
$294K
SF
1662
Symphony Financial
Texas
$293K
ABLA
1663
Alan B. Lancz & Associates
Ohio
$293K
TF
1664
Tudor Financial
Ohio
$292K
KAS
1665
KPP Advisory Services
Kentucky
$292K
HWM
1666
Hohimer Wealth Management
Washington
$292K
AFW
1667
Avantra Family Wealth
Pennsylvania
$291K
TFG
1668
Tilson Financial Group
New Jersey
$291K
UIM
1669
Unified Investment Management
Georgia
$290K
SSW
1670
Stone Summit Wealth
Florida
$290K
FWM
1671
Finer Wealth Management
Massachusetts
$289K
SA
1672
Strategic Advisors
New York
$288K
GI
1673
Gradient Investments
Minnesota
$288K
GSWA
1674
Good Steward Wealth Advisors
Tennessee
$288K
MPM
1675
Meritage Portfolio Management
Kansas
$288K