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Bristol-Myers Squibb

2,222 hedge funds and large institutions have $71.2B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 813 increasing their positions, 972 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:

2.95% less ownership

Funds ownership: 80.5%77.55% (-2.9%)

6% less capital invested

Capital invested by funds: $75.8B → $71.2B (-$4.65B)

16% less repeat investments, than reductions

Existing positions increased: 813 | Existing positions reduced: 972

Holders
2,222
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
HNWAG
1801
High Net Worth Advisory Group
Florida
$245K
MSFS
1802
Main Street Financial Solutions
Pennsylvania
$245K
UPS
1803
UHLMANN PRICE SECURITIES
Illinois
$245K
CP
1804
Camelot Portfolios
Ohio
$245K
HI
1805
Hudock Inc
Pennsylvania
$245K
NG
1806
Northstar Group
New York
$245K
BHPW
1807
Beverly Hills Private Wealth
California
$244K
BCM
1808
Boltwood Capital Management
California
$244K
QFA
1809
Quattro Financial Advisors
Texas
$244K
KCM
1810
Kathmere Capital Management
Pennsylvania
$243K
SL
1811
Summitry LLC
California
$243K
FCM
1812
Fourpath Capital Management
Oklahoma
$243K
VIP
1813
Vista Investment Partners
Oklahoma
$242K
MHIC
1814
Marble Harbor Investment Counsel
Massachusetts
$241K
PAMG
1815
Patton Albertson Miller Group
Tennessee
$241K
EPIM
1816
Evelyn Partners Investment Management
$241K
EWM
1817
EPG Wealth Management
Georgia
$241K
SWTS
1818
Stonehaven Wealth & Tax Solutions
Wisconsin
$239K
GITFIT
1819
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$239K
JFA
1820
JNBA Financial Advisors
Minnesota
$239K
RFP
1821
Root Financial Partners
California
$238K
FAN
1822
Financial Advisors Network
California
$238K
BFG
1823
Berger Financial Group
Minnesota
$237K
PCA
1824
Peddock Capital Advisors
Massachusetts
$237K
CBT
1825
Crews Bank & Trust
Florida
$237K