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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
LMKC
2301
L.M. Kohn & Company
Ohio
EFI
2302
EHP Funds Inc
Canada
ICP
2303
Impact Capital Partners
Colorado
IC
2304
Iconiq Capital
California
AMCA
2305
Arthur M. Cohen & Associates
Illinois
SCA
2306
St. Clair Advisors
Ohio
MC
2307
Mirabaud & Cie
Switzerland
GWANC
2308
Guardian Wealth Advisors (North Carolina)
North Carolina
SPC
2309
Spirepoint Private Client
Florida
CAS
2310
CTC Alternative Strategies
Illinois
TWP
2311
Tyche Wealth Partners
Texas
SSC
2312
Syverson Strege & Co
Iowa
MPW
2313
MASECO Private Wealth
CAG
2314
Csenge Advisory Group
Florida
WHG
2315
Westwood Holdings Group
Texas
GWM
2316
Gitterman Wealth Management
New Jersey
AHC
2317
Adell Harriman & Carpenter
Texas
ATIA
2318
American Trust Investment Advisors
New Hampshire
PFGIA
2319
Patriot Financial Group Insurance Agency
Massachusetts
SHA
2320
Seneca House Advisors
Virginia
CAM
2321
Covenant Asset Management
New Jersey
FAIM
2322
Financial Advocates Investment Management
Washington
SP
2323
Successful Portfolios
Florida
TWM
2324
Tradition Wealth Management
Minnesota
SWK
2325
Stephen W. Kidder