BMY icon

Bristol-Myers Squibb

2,252 hedge funds and large institutions have $71.4B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 827 increasing their positions, 983 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:

2.81% less ownership

Funds ownership: 80.6%77.8% (-2.8%)

6% less capital invested

Capital invested by funds: $76.3B → $71.4B (-$4.91B)

16% less repeat investments, than reductions

Existing positions increased: 827 | Existing positions reduced: 983

Holders
2,252
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 +$277M
2 +$246M
3 +$214M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$168M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$165M

Top Sellers

1 -$1.58B
2 -$830M
3 -$405M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$277M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
STB
2001
S&T Bank
Pennsylvania
$89K
AWM
2002
Abound Wealth Management
Tennessee
$89K
RS
2003
Rakuten Securities
Japan
$88.8K
LD
2004
Lipe & Dalton
New York
$88K
CMP
2005
Coston McIsaac & Partners
Maine
$87K
HWA
2006
Heartwood Wealth Advisors
Virginia
$85.6K
FCAS
2007
First Command Advisory Services
Texas
$85.2K
IAS
2008
IMA Advisory Services
Colorado
$85.2K
QWM
2009
Quaker Wealth Management
New Jersey
$84.8K
FDCP
2010
Foster Dykema Cabot & Partners
Massachusetts
$84.4K
TLA
2011
Tanglewood Legacy Advisors
Texas
$84.2K
AT
2012
Avalon Trust
New Mexico
$84.1K
AEPWM
2013
Atlantic Edge Private Wealth Management
Florida
$83.4K
PAI
2014
Pittenger & Anderson Inc
Nebraska
$83.4K
PGAM
2015
Princeton Global Asset Management
New Jersey
$83.1K
HFS
2016
Hughes Financial Services
Virginia
$83K
TCB
2017
Texas Capital Bancshares
Texas
$82.9K
BI
2018
Binnacle Investments
Iowa
$82.1K
BAM
2019
Byrne Asset Management
New Jersey
$81.1K
GLF
2020
Groupe la Francaise
France
$80.9K
GWS
2021
Greykasell Wealth Strategies
California
$78.9K
RA
2022
Rise Advisors
New York
$77.8K
BHWM
2023
Beaird Harris Wealth Management
Texas
$77.6K
BT
2024
Banque Transatlantique
France
$77.5K
IRAG
2025
Investment Research & Advisory Group
Georgia
$76.9K