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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
SNB
2026
Security National Bank
Nebraska
$58.4K
WA
2027
Whipplewood Advisors
Colorado
$57.1K
NEWAS
2028
N.E.W. Advisory Services
Wisconsin
$56.8K
CWA
2029
Carolina Wealth Advisors
South Carolina
$56.3K
VWA
2030
VSM Wealth Advisory
Maryland
$55.7K
GKIM
2031
GW&K Investment Management
Massachusetts
$55K
MFT
2032
Moisand Fitzgerald Tamayo
Florida
$54.5K
FFWM
2033
Future Financial Wealth Management
Ohio
$54.1K
MLA
2034
MB, Levis & Associates
Pennsylvania
$54K
TCM
2035
Tradewinds Capital Management
Washington
$53.7K
SVWA
2036
Sarver Vrooman Wealth Advisors
Missouri
$53.4K
CAM
2037
Costello Asset Management
Pennsylvania
$51.1K
CFD
2038
Creative Financial Designs
Indiana
$51.1K
EIM
2039
Essex Investment Management
Massachusetts
$50.5K
S
2040
Sachetta
Massachusetts
$50.2K
OAJ
2041
Ogorek Anthony Joseph
New York
$49K
HWM
2042
HighMark Wealth Management
Minnesota
$49K
SVCP
2043
Silicon Valley Capital Partners
California
$48.8K
TWD
2044
True Wealth Design
Ohio
$48.4K
FP
2045
Financial Perspectives
Minnesota
$48.1K
EPW
2046
Evergreen Private Wealth
Colorado
$47.7K
QL
2047
Quarry LP
New York
$47.6K
BOJHT
2048
Bank of Jackson Hole Trust
Wyoming
$46.9K
FNWA
2049
Financial Network Wealth Advisors
Utah
$46.7K
MTIC
2050
Missouri Trust & Investment Company
Missouri
$46.5K