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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
CS
1751
Capital Square
Tennessee
$271K
TCM
1752
Traynor Capital Management
Pennsylvania
$270K
EFMC
1753
Empire Financial Management Company
New York
$270K
AWM
1754
Aberdeen Wealth Management
Illinois
$270K
ML
1755
McAdam LLC
Pennsylvania
$269K
ZF
1756
Zhang Financial
Michigan
$269K
CIG
1757
Cascade Investment Group
Colorado
$269K
VWM
1758
Venturi Wealth Management
Texas
$269K
PWP
1759
Private Wealth Partners
California
$268K
PWP
1760
Phillips Wealth Planners
Mississippi
$268K
NFG
1761
Nations Financial Group
Iowa
$268K
RCA
1762
Ranch Capital Advisors
Florida
$267K
WF
1763
WoodTrust Financial
Wisconsin
$267K
IQI
1764
Integrated Quantitative Investments
Washington
$266K
VNA
1765
Valley National Advisers
Pennsylvania
$265K
WA
1766
Wealth Architects
California
$265K
WPP
1767
Whalerock Point Partners
Rhode Island
$264K
SWM
1768
Silverlake Wealth Management
Vermont
$263K
BFC
1769
Bedel Financial Consulting
Indiana
$263K
TAM
1770
Todd Asset Management
Kentucky
$263K
FWP
1771
Falcon Wealth Planning
California
$262K
MAM
1772
Morse Asset Management
Connecticut
$262K
CCMG
1773
Clark Capital Management Group
Pennsylvania
$261K
SWA
1774
SOA Wealth Advisors
New York
$261K
AFGAS
1775
Allegiance Financial Group Advisory Services
Virginia
$260K