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Bristol-Myers Squibb

2,256 hedge funds and large institutions have $71.5B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 828 increasing their positions, 983 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:

2.81% less ownership

Funds ownership: 80.71%77.91% (-2.8%)

6% less capital invested

Capital invested by funds: $76.4B → $71.5B (-$4.91B)

16% less repeat investments, than reductions

Existing positions increased: 828 | Existing positions reduced: 983

Holders
2,256
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 +$277M
2 +$246M
3 +$214M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$168M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$165M

Top Sellers

1 -$1.58B
2 -$830M
3 -$405M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$277M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2301
HCR Wealth Advisors
California
CP
2302
Clarendon Private
Massachusetts
VH
2303
Visionary Horizons
Tennessee
GFG
2304
Goldstone Financial Group
Illinois
MLL
2305
Moody Lynn & Lieberson
Massachusetts
LCM
2306
Landscape Capital Management
New Jersey
SCM
2307
Stevens Capital Management
Pennsylvania
PFA
2308
Pathway Financial Advisers
Indiana
CM
2309
Caption Management
Oklahoma
NRD
2310
Nebula Research & Development
New York
WMA
2311
West Michigan Advisors
Michigan
WTG
2312
West Tower Group
Virginia
NWWA
2313
New Wave Wealth Advisors
Arkansas
CWMK
2314
Caliber Wealth Management (Kansas)
Kansas
FA
2315
Fiducient Advisors
Illinois
MA
2316
McBroom & Associates
Nevada
LMKC
2317
L.M. Kohn & Company
Ohio
EFI
2318
EHP Funds Inc
Canada
ICP
2319
Impact Capital Partners
Colorado
IC
2320
Iconiq Capital
California
AMCA
2321
Arthur M. Cohen & Associates
Illinois
SCA
2322
St. Clair Advisors
Ohio
MC
2323
Mirabaud & Cie
Switzerland
GWANC
2324
Guardian Wealth Advisors (North Carolina)
North Carolina
SPC
2325
Spirepoint Private Client
Florida