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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
CWM
2376
CarsonAllaria Wealth Management
Illinois
BFP
2377
Briaud Financial Planning
Texas
AF
2378
Alerus Financial
North Dakota
OW
2379
Olistico Wealth
Oklahoma
VT
2380
Volterra Technologies
New York
NC
2381
NewSquare Capital
Pennsylvania
TPWA
2382
Twin Peaks Wealth Advisors
California
TIM
2383
Total Investment Management
Arizona
WTFG
2384
Wood Tarver Financial Group
Idaho
SO
2385
Sierra Ocean
California
LFA
2386
LGT Financial Advisors
Texas
EWA
2387
EQ Wealth Advisors
Texas
KIG
2388
Kessler Investment Group
Indiana
CCM
2389
Carderock Capital Management
Maryland
MWM
2390
MorganRosel Wealth Management
Colorado
KWM
2391
Kiker Wealth Management
Georgia
T
2392
Transce3nd
Texas
AWM
2393
Atticus Wealth Management
Florida
FCG
2394
Financial Connections Group
California
PSFG
2395
Park Square Financial Group
Georgia
CAM
2396
Creekmur Asset Management
Illinois
WCM
2397
WealthTrak Capital Management
Virginia
CW
2398
Curio Wealth
Maryland
DRP
2399
Decker Retirement Planning
Utah
IMC
2400
Investment Management Corporation
Virginia