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Bristol-Myers Squibb

2,238 hedge funds and large institutions have $71.2B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 822 increasing their positions, 978 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:

2.99% less ownership

Funds ownership: 80.59%77.6% (-3%)

6% less capital invested

Capital invested by funds: $75.9B → $71.2B (-$4.68B)

16% less repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 978

Holders
2,238
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
OWM
1701
OneAscent Wealth Management
Alabama
$285K
GWI
1702
Grace & White Inc
New York
$284K
BC
1703
Barrett & Company
Rhode Island
$284K
MAM
1704
McLean Asset Management
Virginia
$283K
FTC
1705
Farmers Trust Company
Ohio
$282K
WIM
1706
Westside Investment Management
California
$282K
EW
1707
Evoke Wealth
California
$281K
MYLI
1708
Meiji Yasuda Life Insurance
Japan
$281K
CPA
1709
Capital Performance Advisors
California
$281K
HCM
1710
Hilton Capital Management
New York
$281K
NG
1711
Novem Group
New York
$280K
NECFA
1712
New England Capital Financial Advisors
Connecticut
$280K
AL
1713
Aspiriant LLC
California
$280K
OHWP
1714
Oak Harbor Wealth Partners
North Carolina
$280K
NAS
1715
NWF Advisory Services
California
$280K
BCA
1716
Bay Colony Advisors
Massachusetts
$280K
1WM
1717
1858 Wealth Management
Ohio
$280K
CA
1718
Cornerstone Advisory
Maryland
$280K
TC
1719
Trilogy Capital
California
$279K
RWA
1720
River Wealth Advisors
Pennsylvania
$279K
PP
1721
PDS Planning
Ohio
$279K
B
1722
Bailard
California
$279K
EBA
1723
Eagle Bay Advisors
New York
$279K
RW
1724
Rede Wealth
Virginia
$279K
SIAG
1725
Signet Investment Advisory Group
Rhode Island
$277K