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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
RWA
1726
River Wealth Advisors
Pennsylvania
$279K
PP
1727
PDS Planning
Ohio
$279K
B
1728
Bailard
California
$279K
EBA
1729
Eagle Bay Advisors
New York
$279K
RW
1730
Rede Wealth
Virginia
$279K
SIAG
1731
Signet Investment Advisory Group
Rhode Island
$277K
AWM
1732
Accurate Wealth Management
Florida
$277K
SCM
1733
SCS Capital Management
Massachusetts
$276K
JTWM
1734
Jackson Thornton Wealth Management
Alabama
$276K
FB
1735
First Bancorp
Maine
$276K
SAM
1736
Summit Asset Management
Tennessee
$275K
NW
1737
Naviter Wealth
Arkansas
$275K
RIA
1738
Regal Investment Advisors
Michigan
$274K
WWM
1739
WT Wealth Management
Arizona
$274K
JSA
1740
Jim Saulnier & Associates
Colorado
$274K
FPCP
1741
Fort Point Capital Partners
California
$274K
RDFA
1742
Ritter Daniher Financial Advisory
Ohio
$273K
CIC
1743
Chase Investment Counsel
Virginia
$273K
SM
1744
Salzhauer Michael
$273K
IIM
1745
Ironwood Investment Management
Massachusetts
$273K
AWMM
1746
Aegis Wealth Management (Maryland)
Maryland
$272K
CSC
1747
Caldwell Sutter Capital
California
$272K
CWMGO
1748
Capstone Wealth Management Group (Oregon)
Oregon
$272K
Cohen & Steers
1749
Cohen & Steers
New York
$271K
SWP
1750
Strategic Wealth Partners
Ohio
$271K