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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
BTWM
1676
Baker Tilly Wealth Management
Wisconsin
$294K
BCM
1677
Becker Capital Management
Oregon
$294K
SF
1678
Symphony Financial
Texas
$293K
ABLA
1679
Alan B. Lancz & Associates
Ohio
$293K
TF
1680
Tudor Financial
Ohio
$292K
KAS
1681
KPP Advisory Services
Kentucky
$292K
HWM
1682
Hohimer Wealth Management
Washington
$292K
AFW
1683
Avantra Family Wealth
Pennsylvania
$291K
TFG
1684
Tilson Financial Group
New Jersey
$291K
UIM
1685
Unified Investment Management
Georgia
$290K
SSW
1686
Stone Summit Wealth
Florida
$290K
FWM
1687
Finer Wealth Management
Massachusetts
$289K
SA
1688
Strategic Advisors
New York
$288K
GI
1689
Gradient Investments
Minnesota
$288K
GSWA
1690
Good Steward Wealth Advisors
Tennessee
$288K
MPM
1691
Meritage Portfolio Management
Kansas
$288K
SP
1692
Saranac Partners
$288K
KFA
1693
Kapstone Financial Advisors
Ohio
$288K
PA
1694
PharVision Advisers
Florida
$287K
SA
1695
Sovran Advisors
California
$287K
GPWM
1696
Grant Private Wealth Management
California
$287K
PA
1697
PFG Advisors
Arizona
$286K
IFS
1698
Ifrah Financial Services
Arkansas
$285K
MEG
1699
Millstone Evans Group
Colorado
$285K
WKWM
1700
Walter & Keenan Wealth Management
Indiana
$285K