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Bristol-Myers Squibb

2,252 hedge funds and large institutions have $71.4B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 827 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: 80.6%77.8% (-2.8%)

6% less capital invested

Capital invested by funds: $76.3B → $71.4B (-$4.91B)

16% less repeat investments, than reductions

Existing positions increased: 827 | Existing positions reduced: 983

Holders
2,252
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
CAG
2326
Csenge Advisory Group
Florida
MCA
2327
Millennium Capital Advisors
Arkansas
WHG
2328
Westwood Holdings Group
Texas
GWM
2329
Gitterman Wealth Management
New Jersey
AHC
2330
Adell Harriman & Carpenter
Texas
ATIA
2331
American Trust Investment Advisors
New Hampshire
PFGIA
2332
Patriot Financial Group Insurance Agency
Massachusetts
SHA
2333
Seneca House Advisors
Virginia
CAM
2334
Covenant Asset Management
New Jersey
FAIM
2335
Financial Advocates Investment Management
Washington
SP
2336
Successful Portfolios
Florida
TWM
2337
Tradition Wealth Management
Minnesota
SWK
2338
Stephen W. Kidder
MAA
2339
Matrix Asset Advisors
New York
GPA
2340
Guerra Pan Advisors
New Jersey
IA
2341
Insight Advisors
Pennsylvania
BWA
2342
Burt Wealth Advisors
Maryland
TPW
2343
Transatlantique Private Wealth
New York
NP
2344
Nilsine Partners
Colorado
PFWA
2345
Paces Ferry Wealth Advisors
Georgia
MFC
2346
Mechanics Financial Corp
Ohio
MCA
2347
Magnolia Capital Advisors
Mississippi
AIA
2348
Arbor Investment Advisors
North Carolina
TC
2349
TFR Capital
Texas
ICM
2350
IMS Capital Management
Oregon