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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
MHIC
1826
Marble Harbor Investment Counsel
Massachusetts
$241K
PAMG
1827
Patton Albertson Miller Group
Tennessee
$241K
EPIM
1828
Evelyn Partners Investment Management
$241K
EWM
1829
EPG Wealth Management
Georgia
$241K
SWTS
1830
Stonehaven Wealth & Tax Solutions
Wisconsin
$239K
GITFIT
1831
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$239K
JFA
1832
JNBA Financial Advisors
Minnesota
$239K
RFP
1833
Root Financial Partners
California
$238K
FAN
1834
Financial Advisors Network
California
$238K
BFG
1835
Berger Financial Group
Minnesota
$237K
PCA
1836
Peddock Capital Advisors
Massachusetts
$237K
CBT
1837
Crews Bank & Trust
Florida
$237K
SAM
1838
Satovsky Asset Management
New York
$237K
CWM
1839
Compass Wealth Management
Connecticut
$236K
BOS
1840
Bank of Stockton
California
$236K
IWA
1841
IVC Wealth Advisors
Pennsylvania
$236K
BWM
1842
BCS Wealth Management
Tennessee
$235K
CWP
1843
Core Wealth Partners
California
$235K
PVAMC
1844
PPS&V Asset Management Consultants
Michigan
$235K
AAG
1845
Armstrong Advisory Group
Massachusetts
$234K
WGC
1846
Watts Gwilliam & Co
Arizona
$234K
BMCM
1847
Bryn Mawr Capital Management
Pennsylvania
$234K
CAM
1848
Columbia Asset Management
Michigan
$233K
FFN
1849
Focus Financial Network
Minnesota
$232K
BEAM
1850
Baker Ellis Asset Management
Washington
$231K