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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
QFA
1826
Quattro Financial Advisors
Texas
$244K
KCM
1827
Kathmere Capital Management
Pennsylvania
$243K
SL
1828
Summitry LLC
California
$243K
FCM
1829
Fourpath Capital Management
Oklahoma
$243K
VIP
1830
Vista Investment Partners
Oklahoma
$242K
MHIC
1831
Marble Harbor Investment Counsel
Massachusetts
$241K
PAMG
1832
Patton Albertson Miller Group
Tennessee
$241K
EPIM
1833
Evelyn Partners Investment Management
$241K
EWM
1834
EPG Wealth Management
Georgia
$241K
SWTS
1835
Stonehaven Wealth & Tax Solutions
Wisconsin
$239K
GITFIT
1836
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$239K
JFA
1837
JNBA Financial Advisors
Minnesota
$239K
RFP
1838
Root Financial Partners
California
$238K
FAN
1839
Financial Advisors Network
California
$238K
BFG
1840
Berger Financial Group
Minnesota
$237K
PCA
1841
Peddock Capital Advisors
Massachusetts
$237K
CBT
1842
Crews Bank & Trust
Florida
$237K
SAM
1843
Satovsky Asset Management
New York
$237K
CWM
1844
Compass Wealth Management
Connecticut
$236K
BOS
1845
Bank of Stockton
California
$236K
IWA
1846
IVC Wealth Advisors
Pennsylvania
$236K
BWM
1847
BCS Wealth Management
Tennessee
$235K
CWP
1848
Core Wealth Partners
California
$235K
PVAMC
1849
PPS&V Asset Management Consultants
Michigan
$235K
AAG
1850
Armstrong Advisory Group
Massachusetts
$234K