BMY icon

Bristol-Myers Squibb

2,238 hedge funds and large institutions have $71.2B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 822 increasing their positions, 978 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:

2.99% less ownership

Funds ownership: 80.59%77.6% (-3%)

6% less capital invested

Capital invested by funds: $75.9B → $71.2B (-$4.69B)

16% less repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 978

Holders
2,238
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
EFI
2301
EHP Funds Inc
Canada
ICP
2302
Impact Capital Partners
Colorado
IC
2303
Iconiq Capital
California
AMCA
2304
Arthur M. Cohen & Associates
Illinois
SCA
2305
St. Clair Advisors
Ohio
MC
2306
Mirabaud & Cie
Switzerland
GWANC
2307
Guardian Wealth Advisors (North Carolina)
North Carolina
SPC
2308
Spirepoint Private Client
Florida
CAS
2309
CTC Alternative Strategies
Illinois
TWP
2310
Tyche Wealth Partners
Texas
SSC
2311
Syverson Strege & Co
Iowa
MPW
2312
MASECO Private Wealth
CAG
2313
Csenge Advisory Group
Florida
WHG
2314
Westwood Holdings Group
Texas
GWM
2315
Gitterman Wealth Management
New Jersey
AHC
2316
Adell Harriman & Carpenter
Texas
ATIA
2317
American Trust Investment Advisors
New Hampshire
PFGIA
2318
Patriot Financial Group Insurance Agency
Massachusetts
SHA
2319
Seneca House Advisors
Virginia
CAM
2320
Covenant Asset Management
New Jersey
FAIM
2321
Financial Advocates Investment Management
Washington
SP
2322
Successful Portfolios
Florida
TWM
2323
Tradition Wealth Management
Minnesota
SWK
2324
Stephen W. Kidder
MAA
2325
Matrix Asset Advisors
New York