BMY icon

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
PFGIA
2301
Patriot Financial Group Insurance Agency
Massachusetts
SHA
2302
Seneca House Advisors
Virginia
CAM
2303
Covenant Asset Management
New Jersey
FAIM
2304
Financial Advocates Investment Management
Washington
SP
2305
Successful Portfolios
Florida
TWM
2306
Tradition Wealth Management
Minnesota
SWK
2307
Stephen W. Kidder
MAA
2308
Matrix Asset Advisors
New York
GPA
2309
Guerra Pan Advisors
New Jersey
IA
2310
Insight Advisors
Pennsylvania
BWA
2311
Burt Wealth Advisors
Maryland
TPW
2312
Transatlantique Private Wealth
New York
NP
2313
Nilsine Partners
Colorado
PFWA
2314
Paces Ferry Wealth Advisors
Georgia
MFC
2315
Mechanics Financial Corp
Ohio
MCA
2316
Magnolia Capital Advisors
Mississippi
AIA
2317
Arbor Investment Advisors
North Carolina
TC
2318
TFR Capital
Texas
ICM
2319
IMS Capital Management
Oregon
CGA
2320
Crescent Grove Advisors
Illinois
HIC
2321
Harvey Investment Company
Kentucky
BAM
2322
Brave Asset Management
New Jersey
MWM
2323
Mattern Wealth Management
Kansas
LA
2324
Lakeside Advisors
Washington
JCM
2325
Jacobsen Capital Management
Utah