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Bristol-Myers Squibb

2,214 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, 808 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: 808 | Existing positions reduced: 970

Holders
2,214
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
BCM
1801
Boltwood Capital Management
California
$244K
QFA
1802
Quattro Financial Advisors
Texas
$244K
KCM
1803
Kathmere Capital Management
Pennsylvania
$243K
SL
1804
Summitry LLC
California
$243K
FCM
1805
Fourpath Capital Management
Oklahoma
$243K
VIP
1806
Vista Investment Partners
Oklahoma
$242K
MHIC
1807
Marble Harbor Investment Counsel
Massachusetts
$241K
PAMG
1808
Patton Albertson Miller Group
Tennessee
$241K
EPIM
1809
Evelyn Partners Investment Management
$241K
EWM
1810
EPG Wealth Management
Georgia
$241K
SWTS
1811
Stonehaven Wealth & Tax Solutions
Wisconsin
$239K
GITFIT
1812
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$239K
JFA
1813
JNBA Financial Advisors
Minnesota
$239K
RFP
1814
Root Financial Partners
California
$238K
FAN
1815
Financial Advisors Network
California
$238K
BFG
1816
Berger Financial Group
Minnesota
$237K
PCA
1817
Peddock Capital Advisors
Massachusetts
$237K
CBT
1818
Crews Bank & Trust
Florida
$237K
SAM
1819
Satovsky Asset Management
New York
$237K
CWM
1820
Compass Wealth Management
Connecticut
$236K
BOS
1821
Bank of Stockton
California
$236K
IWA
1822
IVC Wealth Advisors
Pennsylvania
$236K
BWM
1823
BCS Wealth Management
Tennessee
$235K
CWP
1824
Core Wealth Partners
California
$235K
PVAMC
1825
PPS&V Asset Management Consultants
Michigan
$235K