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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
GPWM
1701
Grant Private Wealth Management
California
$287K
PA
1702
PFG Advisors
Arizona
$286K
IFS
1703
Ifrah Financial Services
Arkansas
$285K
MEG
1704
Millstone Evans Group
Colorado
$285K
WKWM
1705
Walter & Keenan Wealth Management
Indiana
$285K
CS
1706
Crescent Sterling
Louisiana
$285K
OWM
1707
OneAscent Wealth Management
Alabama
$285K
GWI
1708
Grace & White Inc
New York
$284K
BC
1709
Barrett & Company
Rhode Island
$284K
MAM
1710
McLean Asset Management
Virginia
$283K
FTC
1711
Farmers Trust Company
Ohio
$282K
WIM
1712
Westside Investment Management
California
$282K
EW
1713
Evoke Wealth
California
$281K
MYLI
1714
Meiji Yasuda Life Insurance
Japan
$281K
CPA
1715
Capital Performance Advisors
California
$281K
HCM
1716
Hilton Capital Management
New York
$281K
NG
1717
Novem Group
New York
$280K
NECFA
1718
New England Capital Financial Advisors
Connecticut
$280K
AL
1719
Aspiriant LLC
California
$280K
OHWP
1720
Oak Harbor Wealth Partners
North Carolina
$280K
NAS
1721
NWF Advisory Services
California
$280K
BCA
1722
Bay Colony Advisors
Massachusetts
$280K
1WM
1723
1858 Wealth Management
Ohio
$280K
CA
1724
Cornerstone Advisory
Maryland
$280K
TC
1725
Trilogy Capital
California
$279K