BMY icon

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
OWP
2101
ORG Wealth Partners
Texas
$29.4K
GAG
2102
Goodman Advisory Group
Massachusetts
$29.2K
CFP
2103
Comprehensive Financial Planning
Pennsylvania
$28.3K
RF
2104
Robbins Farley
New Hampshire
$28.3K
RWM
2105
Rialto Wealth Management
New York
$27.9K
HCA
2106
Harbor Capital Advisors
Illinois
$27K
DWS
2107
Dynamic Wealth Strategies
California
$26.6K
TCM
2108
TruNorth Capital Management
Michigan
$26.2K
AAG
2109
Accordant Advisory Group
Maryland
$26.2K
DWM
2110
Darwin Wealth Management
Florida
$24.9K
EPAM
2111
Evelyn Partners Asset Management
$24.8K
NRWA
2112
North Ridge Wealth Advisors
Oregon
$23.9K
AWM
2113
Activest Wealth Management
Florida
$23.9K
FGA
2114
Fortis Group Advisors
New Jersey
$22.6K
CIR
2115
Clear Investment Research
Georgia
$22.6K
OA
2116
Operose Advisors
Wisconsin
$22.6K
BBPWM
2117
Blue Bell Private Wealth Management
Pennsylvania
$22.2K
TWM
2118
Tripletail Wealth Management
Florida
$22.1K
GWSA
2119
Global Wealth Strategies & Associates
Colorado
$21.4K
NFSG
2120
Newbridge Financial Services Group
Florida
$21.2K
KFP
2121
Keener Financial Planning
Texas
$21K
MAM
2122
Meeder Asset Management
Ohio
$20.9K
GGI
2123
Godsey & Gibb Inc
Virginia
$20.5K
CTC
2124
Corundum Trust Company
South Dakota
$20.3K
PS
2125
Pinney & Scofield
Massachusetts
$20.3K