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Bristol-Myers Squibb

2,238 hedge funds and large institutions have $71.2B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 822 increasing their positions, 978 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:

2.99% less ownership

Funds ownership: 80.59%77.6% (-3%)

6% less capital invested

Capital invested by funds: $75.9B → $71.2B (-$4.69B)

16% less repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 978

Holders
2,238
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
HWA
2026
HHM Wealth Advisors
Tennessee
$66.7K
RTC
2027
Riverview Trust Company
Washington
$66.3K
PG
2028
Proffitt & Goodson
Tennessee
$65.8K
BGA
2029
Battery Global Advisors
Massachusetts
$64.8K
HFS
2030
Hopwood Financial Services
Virginia
$63.1K
AWM
2031
AllSquare Wealth Management
New York
$63.1K
KHC
2032
Koesten Hirschmann & Crabtree
Kansas
$62.2K
VFM
2033
Vision Financial Markets
Connecticut
$61K
HWM
2034
Hemington Wealth Management
Virginia
$61K
PPC
2035
Park Place Capital
Alabama
$60.4K
CH
2036
Canton Hathaway
Rhode Island
$60K
TIM
2037
Tortoise Investment Management
New York
$59.4K
WA
2038
WPG Advisers
Maryland
$58.6K
SNB
2039
Security National Bank
Nebraska
$58.4K
WA
2040
Whipplewood Advisors
Colorado
$57.1K
NEWAS
2041
N.E.W. Advisory Services
Wisconsin
$56.8K
CWA
2042
Carolina Wealth Advisors
South Carolina
$56.3K
VWA
2043
VSM Wealth Advisory
Maryland
$55.7K
GKIM
2044
GW&K Investment Management
Massachusetts
$55K
MFT
2045
Moisand Fitzgerald Tamayo
Florida
$54.5K
FFWM
2046
Future Financial Wealth Management
Ohio
$54.1K
MLA
2047
MB, Levis & Associates
Pennsylvania
$54K
TCM
2048
Tradewinds Capital Management
Washington
$53.7K
SVWA
2049
Sarver Vrooman Wealth Advisors
Missouri
$53.4K
CAM
2050
Costello Asset Management
Pennsylvania
$51.1K