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Bristol-Myers Squibb

2,222 hedge funds and large institutions have $71.2B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 813 increasing their positions, 972 reducing their positions, and 147 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:

2.95% less ownership

Funds ownership: 80.5%77.55% (-2.9%)

6% less capital invested

Capital invested by funds: $75.8B → $71.2B (-$4.65B)

16% less repeat investments, than reductions

Existing positions increased: 813 | Existing positions reduced: 972

Holders
2,222
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
GWS
2001
Greykasell Wealth Strategies
California
$78.9K
RA
2002
Rise Advisors
New York
$77.8K
BHWM
2003
Beaird Harris Wealth Management
Texas
$77.6K
BT
2004
Banque Transatlantique
France
$77.5K
IRAG
2005
Investment Research & Advisory Group
Georgia
$76.9K
MAFA
2006
MJT & Associates Financial Advisory
Minnesota
$76.7K
CFFP
2007
Center for Financial Planning
Michigan
$75.4K
ATS
2008
Ashton Thomas Securities
New York
$74.1K
HNW
2009
High Note Wealth
Minnesota
$72.3K
OCM
2010
Orion Capital Management
California
$69.9K
BCM
2011
Blume Capital Management
California
$67.8K
FCMT
2012
Founders Capital Management (Texas)
Texas
$67.7K
FWM
2013
FSA Wealth Management
Massachusetts
$67K
HWA
2014
HHM Wealth Advisors
Tennessee
$66.7K
RTC
2015
Riverview Trust Company
Washington
$66.3K
PG
2016
Proffitt & Goodson
Tennessee
$65.8K
BGA
2017
Battery Global Advisors
Massachusetts
$64.8K
HFS
2018
Hopwood Financial Services
Virginia
$63.1K
KHC
2019
Koesten Hirschmann & Crabtree
Kansas
$62.2K
VFM
2020
Vision Financial Markets
Connecticut
$61K
HWM
2021
Hemington Wealth Management
Virginia
$61K
PPC
2022
Park Place Capital
Alabama
$60.4K
CH
2023
Canton Hathaway
Rhode Island
$60K
TIM
2024
Tortoise Investment Management
New York
$59.4K
WA
2025
WPG Advisers
Maryland
$58.6K