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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
ZF
1751
Zhang Financial
Michigan
$269K
CIG
1752
Cascade Investment Group
Colorado
$269K
VWM
1753
Venturi Wealth Management
Texas
$269K
PWP
1754
Private Wealth Partners
California
$268K
PWP
1755
Phillips Wealth Planners
Mississippi
$268K
NFG
1756
Nations Financial Group
Iowa
$268K
RCA
1757
Ranch Capital Advisors
Florida
$267K
WF
1758
WoodTrust Financial
Wisconsin
$267K
IQI
1759
Integrated Quantitative Investments
Washington
$266K
VNA
1760
Valley National Advisers
Pennsylvania
$265K
WA
1761
Wealth Architects
California
$265K
WPP
1762
Whalerock Point Partners
Rhode Island
$264K
SWM
1763
Silverlake Wealth Management
Vermont
$263K
BFC
1764
Bedel Financial Consulting
Indiana
$263K
TAM
1765
Todd Asset Management
Kentucky
$263K
FWP
1766
Falcon Wealth Planning
California
$262K
MAM
1767
Morse Asset Management
Connecticut
$262K
CCMG
1768
Clark Capital Management Group
Pennsylvania
$261K
SWA
1769
SOA Wealth Advisors
New York
$261K
AFGAS
1770
Allegiance Financial Group Advisory Services
Virginia
$260K
WBWA
1771
William B. Walkup & Associates
South Carolina
$260K
IGGA
1772
Iron Gate Global Advisors
Utah
$260K
NB
1773
Northwest Bancshares
Pennsylvania
$258K
TBNY
1774
Trustco Bank (New York)
New York
$258K
CICI
1775
Capital Investment Counsel Inc
North Carolina
$258K