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Bristol-Myers Squibb

2,213 hedge funds and large institutions have $71.1B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 808 increasing their positions, 970 reducing their positions, and 146 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:

2.96% less ownership

Funds ownership: 80.45%77.49% (-3%)

6% less capital invested

Capital invested by funds: $75.8B → $71.1B (-$4.66B)

17% less repeat investments, than reductions

Existing positions increased: 808 | Existing positions reduced: 970

Holders
2,213
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
HNW
2001
High Note Wealth
Minnesota
$72.3K
OCM
2002
Orion Capital Management
California
$69.9K
BCM
2003
Blume Capital Management
California
$67.8K
FCMT
2004
Founders Capital Management (Texas)
Texas
$67.7K
FWM
2005
FSA Wealth Management
Massachusetts
$67K
HWA
2006
HHM Wealth Advisors
Tennessee
$66.7K
RTC
2007
Riverview Trust Company
Washington
$66.3K
PG
2008
Proffitt & Goodson
Tennessee
$65.8K
BGA
2009
Battery Global Advisors
Massachusetts
$64.8K
HFS
2010
Hopwood Financial Services
Virginia
$63.1K
KHC
2011
Koesten Hirschmann & Crabtree
Kansas
$62.2K
VFM
2012
Vision Financial Markets
Connecticut
$61K
HWM
2013
Hemington Wealth Management
Virginia
$61K
PPC
2014
Park Place Capital
Alabama
$60.4K
CH
2015
Canton Hathaway
Rhode Island
$60K
TIM
2016
Tortoise Investment Management
New York
$59.4K
WA
2017
WPG Advisers
Maryland
$58.6K
SNB
2018
Security National Bank
Nebraska
$58.4K
WA
2019
Whipplewood Advisors
Colorado
$57.1K
NEWAS
2020
N.E.W. Advisory Services
Wisconsin
$56.8K
CWA
2021
Carolina Wealth Advisors
South Carolina
$56.3K
VWA
2022
VSM Wealth Advisory
Maryland
$55.7K
GKIM
2023
GW&K Investment Management
Massachusetts
$55K
MFT
2024
Moisand Fitzgerald Tamayo
Florida
$54.5K
FFWM
2025
Future Financial Wealth Management
Ohio
$54.1K