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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
PWMG
2051
Private Wealth Management Group
New Jersey
$46.3K
CPG
2052
Cornerstone Planning Group
New Jersey
$46.3K
CTWM
2053
Cherry Tree Wealth Management
Minnesota
$45.7K
TC
2054
Tacita Capital
Ontario, Canada
$44.9K
NC
2055
North Capital
Utah
$44.6K
PWS
2056
Peterson Wealth Services
Utah
$44.2K
SIS
2057
Strategic Investment Solutions
Illinois
$44K
NIM
2058
Nexus Investment Management
Ontario, Canada
$43K
CAM
2059
Chesapeake Asset Management
New York
$41.4K
RAM
2060
Ramirez Asset Management
New York
$41.3K
OP
2061
ORG Partners
Indiana
$41.2K
GTAM
2062
Global Trust Asset Management
Florida
$40.6K
HWA
2063
Heritage Wealth Advisors
Virginia
$40.6K
TPBG
2064
Turning Point Benefit Group
Maryland
$40.4K
BCPWM
2065
Bradley & Co Private Wealth Management
Florida
$39.1K
SIC
2066
SJS Investment Consulting
Ohio
$37.5K
DFA
2067
DHJJ Financial Advisors
Illinois
$36.8K
AFG
2068
Albion Financial Group
Utah
$36.1K
RBC
2069
Roble Belko & Company
Pennsylvania
$36K
JWM
2070
JPL Wealth Management
Colorado
$35.8K
KFPC
2071
KERR FINANCIAL PLANNING Corp
California
$35.3K
CWM
2072
Crowley Wealth Management
Delaware
$35K
EWP
2073
Elevation Wealth Partners
California
$34.9K
IUHSA
2074
Itau Unibanco Holding S.A.
Brazil
$33.9K
MSFP
2075
Mark Sheptoff Financial Planning
Connecticut
$33.8K