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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
CWMGO
1726
Capstone Wealth Management Group (Oregon)
Oregon
$272K
Cohen & Steers
1727
Cohen & Steers
New York
$271K
SWP
1728
Strategic Wealth Partners
Ohio
$271K
CS
1729
Capital Square
Tennessee
$271K
TCM
1730
Traynor Capital Management
Pennsylvania
$270K
EFMC
1731
Empire Financial Management Company
New York
$270K
AWM
1732
Aberdeen Wealth Management
Illinois
$270K
ML
1733
McAdam LLC
Pennsylvania
$269K
ZF
1734
Zhang Financial
Michigan
$269K
CIG
1735
Cascade Investment Group
Colorado
$269K
VWM
1736
Venturi Wealth Management
Texas
$269K
PWP
1737
Private Wealth Partners
California
$268K
PWP
1738
Phillips Wealth Planners
Mississippi
$268K
NFG
1739
Nations Financial Group
Iowa
$268K
RCA
1740
Ranch Capital Advisors
Florida
$267K
WF
1741
WoodTrust Financial
Wisconsin
$267K
IQI
1742
Integrated Quantitative Investments
Washington
$266K
VNA
1743
Valley National Advisers
Pennsylvania
$265K
WA
1744
Wealth Architects
California
$265K
WPP
1745
Whalerock Point Partners
Rhode Island
$264K
SWM
1746
Silverlake Wealth Management
Vermont
$263K
BFC
1747
Bedel Financial Consulting
Indiana
$263K
TAM
1748
Todd Asset Management
Kentucky
$263K
FWP
1749
Falcon Wealth Planning
California
$262K
MAM
1750
Morse Asset Management
Connecticut
$262K