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Bristol-Myers Squibb

2,239 hedge funds and large institutions have $71.4B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 824 increasing their positions, 977 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:

2.79% less ownership

Funds ownership: 80.58%77.79% (-2.8%)

6% less capital invested

Capital invested by funds: $75.9B → $71.4B (-$4.5B)

16% less repeat investments, than reductions

Existing positions increased: 824 | Existing positions reduced: 977

Holders
2,239
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
CAM
2051
Costello Asset Management
Pennsylvania
$51.1K
CFD
2052
Creative Financial Designs
Indiana
$51.1K
EIM
2053
Essex Investment Management
Massachusetts
$50.5K
S
2054
Sachetta
Massachusetts
$50.2K
OAJ
2055
Ogorek Anthony Joseph
New York
$49K
HWM
2056
HighMark Wealth Management
Minnesota
$49K
SVCP
2057
Silicon Valley Capital Partners
California
$48.8K
TWD
2058
True Wealth Design
Ohio
$48.4K
FP
2059
Financial Perspectives
Minnesota
$48.1K
EPW
2060
Evergreen Private Wealth
Colorado
$47.7K
QL
2061
Quarry LP
New York
$47.6K
BOJHT
2062
Bank of Jackson Hole Trust
Wyoming
$46.9K
FNWA
2063
Financial Network Wealth Advisors
Utah
$46.7K
MTIC
2064
Missouri Trust & Investment Company
Missouri
$46.5K
PWMG
2065
Private Wealth Management Group
New Jersey
$46.3K
CPG
2066
Cornerstone Planning Group
New Jersey
$46.3K
CTWM
2067
Cherry Tree Wealth Management
Minnesota
$45.7K
TC
2068
Tacita Capital
Ontario, Canada
$44.9K
NC
2069
North Capital
Utah
$44.6K
PWS
2070
Peterson Wealth Services
Utah
$44.2K
SIS
2071
Strategic Investment Solutions
Illinois
$44K
NIM
2072
Nexus Investment Management
Ontario, Canada
$43K
CAM
2073
Chesapeake Asset Management
New York
$41.4K
RAM
2074
Ramirez Asset Management
New York
$41.3K
OP
2075
ORG Partners
Indiana
$41.2K