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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
PWW
1901
Pettyjohn Wood & White
Virginia
$213K
HP
1902
Haven Private
Florida
$213K
TWA
1903
TCI Wealth Advisors
Arizona
$213K
ES
1904
ETF Store
Kansas
$212K
CSPIA
1905
Cary Street Partners Investment Advisory
Virginia
$211K
NS
1906
NBC Securities
Alabama
$210K
NCM
1907
Novare Capital Management
North Carolina
$210K
MP
1908
Moment Partners
California
$209K
MFWP
1909
Mosaic Family Wealth Partners
Missouri
$208K
SSWM
1910
Sheets Smith Wealth Management
North Carolina
$208K
VAS
1911
Vestmark Advisory Solutions
Massachusetts
$207K
AG
1912
AlTi Global
New York
$207K
PFM
1913
Patton Fund Management
Texas
$207K
HPBT
1914
Hickory Point Bank & Trust
Illinois
$207K
WP
1915
Waycross Partners
Kentucky
$206K
SWM
1916
Selective Wealth Management
Virginia
$205K
BW
1917
BXM Wealth
Colorado
$205K
LC
1918
Lavaca Capital
Texas
$205K
PGF
1919
Plan Group Financial
Oklahoma
$205K
AA
1920
Armis Advisers
Georgia
$205K
CPSAC
1921
Chas P. Smith & Associates (CPS)
Florida
$205K
M
1922
MOTCO
Texas
$205K
AAS
1923
Annex Advisory Services
Wisconsin
$205K
FMTC
1924
Farmers & Merchants Trust Company
California
$205K
IIC
1925
Ironwood Investment Counsel
Arizona
$204K