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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
MAFA
2026
MJT & Associates Financial Advisory
Minnesota
$76.7K
CFFP
2027
Center for Financial Planning
Michigan
$75.4K
ATS
2028
Ashton Thomas Securities
New York
$74.1K
HNW
2029
High Note Wealth
Minnesota
$72.3K
OCM
2030
Orion Capital Management
California
$69.9K
BCM
2031
Blume Capital Management
California
$67.8K
FCMT
2032
Founders Capital Management (Texas)
Texas
$67.7K
FWM
2033
FSA Wealth Management
Massachusetts
$67K
HWA
2034
HHM Wealth Advisors
Tennessee
$66.7K
RTC
2035
Riverview Trust Company
Washington
$66.3K
PG
2036
Proffitt & Goodson
Tennessee
$65.8K
BGA
2037
Battery Global Advisors
Massachusetts
$64.8K
HFS
2038
Hopwood Financial Services
Virginia
$63.1K
AWM
2039
AllSquare Wealth Management
New York
$63.1K
KHC
2040
Koesten Hirschmann & Crabtree
Kansas
$62.2K
VFM
2041
Vision Financial Markets
Connecticut
$61K
HWM
2042
Hemington Wealth Management
Virginia
$61K
PPC
2043
Park Place Capital
Alabama
$60.4K
CH
2044
Canton Hathaway
Rhode Island
$60K
TIM
2045
Tortoise Investment Management
New York
$59.4K
WA
2046
WPG Advisers
Maryland
$58.6K
SNB
2047
Security National Bank
Nebraska
$58.4K
WA
2048
Whipplewood Advisors
Colorado
$57.1K
NEWAS
2049
N.E.W. Advisory Services
Wisconsin
$56.8K
CWA
2050
Carolina Wealth Advisors
South Carolina
$56.3K