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Bristol-Myers Squibb

2,409 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 350 funds opening new positions, 862 increasing their positions, 950 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.72% more ownership

Funds ownership: 77.8%80.52% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 950

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.9B

Holders
2,409
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.33B
Puts
$1.9B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
651
Morningstar Investment Management
Illinois
$3.12M
LS
652
Leelyn Smith
Illinois
$3.11M
WA
653
Waverly Advisors
Alabama
$3.1M
SAI
654
Savvy Advisors Inc
New York
$3.08M
LNWTC
655
Laird Norton Wetherby Trust Company
Washington
$3.07M
PS
656
Principal Securities
Iowa
$3.07M
ABC
657
Associated Banc-Corp
Wisconsin
$3.07M
KCM
658
Kendall Capital Management
Maryland
$3.06M
PI
659
PFG Investments
New York
$3.06M
IA
660
IFG Advisory
Georgia
$3.06M
TCA
661
Transcend Capital Advisors
New Jersey
$3.06M
FISPB
662
Fideuram - Intesa Sanpaolo Private Banking
$3.06M
WT
663
Whittier Trust
California
$3.04M
YIH
664
Y-Intercept (HK)
Hong Kong
$3.04M
GFM
665
GF Fund Management
China
$2.99M
MC
666
Machina Capital
France
$2.99M
SAM
667
Securian Asset Management
Minnesota
$2.99M
AIP
668
Ameritas Investment Partners
Nebraska
$2.98M
TCOV
669
Trust Company of Vermont
Vermont
$2.97M
CI
670
Capital International
California
$2.96M
MSA
671
MUFG Securities Americas
New York
$2.96M
STA
672
Summit Trail Advisors
New York
$2.95M
SCA
673
Snowden Capital Advisors
New York
$2.95M
EFS
674
Essex Financial Services
Connecticut
$2.95M
MIP
675
Marietta Investment Partners
Wisconsin
$2.94M