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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
CA
1876
CSM Advisors
Pennsylvania
$222K
CST
1877
Charles Schwab Trust
Nevada
$221K
SIA
1878
Soltis Investment Advisors
Utah
$221K
CFG
1879
Clayton Financial Group
Missouri
$221K
TCWA
1880
Turtle Creek Wealth Advisors
Texas
$221K
BFS
1881
BridgePort Financial Solutions
Iowa
$220K
CSA
1882
Cottage Street Advisors
Massachusetts
$220K
GCA
1883
Genesee Capital Advisors
New York
$220K
KCPG
1884
Kavar Capital Partners Group
Kansas
$219K
PMG
1885
ProVise Management Group
Florida
$218K
GLLW
1886
Graves Light Lenhart Wealth
Virginia
$218K
OFG
1887
Oxford Financial Group
Indiana
$218K
GWAG
1888
Garrett Wealth Advisory Group
Texas
$217K
PBO
1889
Peoples Bank (Ohio)
Ohio
$217K
FA
1890
Faithward Advisors
Pennsylvania
$217K
RWB
1891
RMR Wealth Builders
New Jersey
$217K
WP
1892
WealthPLAN Partners
Nebraska
$216K
V
1893
VeraBank
Texas
$215K
WTA
1894
Washington Trust Advisors
Massachusetts
$215K
HBW
1895
Hazlett, Burt & Watson
West Virginia
$215K
GAM
1896
Gould Asset Management
California
$215K
FSA
1897
Financial Security Advisor
Virginia
$215K
CTA
1898
Chesley Taft & Associates
Illinois
$214K
LC
1899
LCNB Corp
Ohio
$214K
FUBT
1900
First United Bank & Trust
Maryland
$214K