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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
IAS
2001
IMA Advisory Services
Colorado
$85.2K
QWM
2002
Quaker Wealth Management
New Jersey
$84.8K
FDCP
2003
Foster Dykema Cabot & Partners
Massachusetts
$84.4K
TLA
2004
Tanglewood Legacy Advisors
Texas
$84.2K
AT
2005
Avalon Trust
New Mexico
$84.1K
AEPWM
2006
Atlantic Edge Private Wealth Management
Florida
$83.4K
PAI
2007
Pittenger & Anderson Inc
Nebraska
$83.4K
PGAM
2008
Princeton Global Asset Management
New Jersey
$83.1K
HFS
2009
Hughes Financial Services
Virginia
$83K
TCB
2010
Texas Capital Bancshares
Texas
$82.9K
BI
2011
Binnacle Investments
Iowa
$82.1K
BAM
2012
Byrne Asset Management
New Jersey
$81.1K
GLF
2013
Groupe la Francaise
France
$80.9K
GWS
2014
Greykasell Wealth Strategies
California
$78.9K
RA
2015
Rise Advisors
New York
$77.8K
BHWM
2016
Beaird Harris Wealth Management
Texas
$77.6K
BT
2017
Banque Transatlantique
France
$77.5K
IRAG
2018
Investment Research & Advisory Group
Georgia
$76.9K
MAFA
2019
MJT & Associates Financial Advisory
Minnesota
$76.7K
CFFP
2020
Center for Financial Planning
Michigan
$75.4K
ATS
2021
Ashton Thomas Securities
New York
$74.1K
HNW
2022
High Note Wealth
Minnesota
$72.3K
OCM
2023
Orion Capital Management
California
$69.9K
BCM
2024
Blume Capital Management
California
$67.8K
FCMT
2025
Founders Capital Management (Texas)
Texas
$67.7K