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Bristol-Myers Squibb

2,237 hedge funds and large institutions have $71.2B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 822 increasing their positions, 978 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:

2.99% less ownership

Funds ownership: 80.59%77.6% (-3%)

6% less capital invested

Capital invested by funds: $75.9B → $71.2B (-$4.68B)

16% less repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 978

Holders
2,237
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
HP
1901
Haven Private
Florida
$213K
TWA
1902
TCI Wealth Advisors
Arizona
$213K
ES
1903
ETF Store
Kansas
$212K
CSPIA
1904
Cary Street Partners Investment Advisory
Virginia
$211K
NS
1905
NBC Securities
Alabama
$210K
NCM
1906
Novare Capital Management
North Carolina
$210K
MP
1907
Moment Partners
California
$209K
MFWP
1908
Mosaic Family Wealth Partners
Missouri
$208K
SSWM
1909
Sheets Smith Wealth Management
North Carolina
$208K
VAS
1910
Vestmark Advisory Solutions
Massachusetts
$207K
AG
1911
AlTi Global
New York
$207K
PFM
1912
Patton Fund Management
Texas
$207K
HPBT
1913
Hickory Point Bank & Trust
Illinois
$207K
WP
1914
Waycross Partners
Kentucky
$206K
SWM
1915
Selective Wealth Management
Virginia
$205K
BW
1916
BXM Wealth
Colorado
$205K
LC
1917
Lavaca Capital
Texas
$205K
PGF
1918
Plan Group Financial
Oklahoma
$205K
AA
1919
Armis Advisers
Georgia
$205K
CPSAC
1920
Chas P. Smith & Associates (CPS)
Florida
$205K
M
1921
MOTCO
Texas
$205K
AAS
1922
Annex Advisory Services
Wisconsin
$205K
FMTC
1923
Farmers & Merchants Trust Company
California
$205K
IIC
1924
Ironwood Investment Counsel
Arizona
$204K
KOC
1925
Koss-Olinger Consulting
Florida
$204K