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Bristol-Myers Squibb

2,422 hedge funds and large institutions have $88.4B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 865 increasing their positions, 953 reducing their positions, and 141 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:

2.62% more ownership

Funds ownership: 77.91%80.53% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 865 | Existing positions reduced: 953

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.91B

Holders
2,422
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
$1.91B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
726
Kingsview Wealth Management
Oregon
$2.47M
KCM
727
Kanawha Capital Management
Virginia
$2.45M
HKAM
728
Horizon Kinetics Asset Management
New York
$2.43M
HW
729
Hamilton Wealth
California
$2.42M
CIA
730
Choate Investment Advisors
Massachusetts
$2.42M
HSA
731
HBK Sorce Advisory
Pennsylvania
$2.4M
HTC
732
Haverford Trust Company
Pennsylvania
$2.4M
CPIG
733
Chicago Partners Investment Group
Illinois
$2.4M
MHS
734
M Holdings Securities
Oregon
$2.4M
ECM
735
EagleClaw Capital Management
Massachusetts
$2.4M
CAM
736
Carret Asset Management
New York
$2.4M
DWM
737
Dakota Wealth Management
Florida
$2.39M
PA
738
Promethium Advisors
Maryland
$2.38M
DIA
739
Dean Investment Associates
Ohio
$2.36M
CGPCS
740
Capital Group Private Client Services
California
$2.34M
CBA
741
Coastal Bridge Advisors
Connecticut
$2.33M
KFP
742
KMG Fiduciary Partners
Ohio
$2.33M
CEI
743
Clark Estates Inc
New York
$2.32M
ORG
744
Optimist Retirement Group
Washington
$2.32M
RSWM
745
Robertson Stephens Wealth Management
California
$2.31M
MOS
746
MGO One Seven
Ohio
$2.31M
SMFG
747
Sumitomo Mitsui Financial Group
Japan
$2.31M
BWAM
748
Boyd Watterson Asset Management
Ohio
$2.31M
QIM
749
Quest Investment Management
Oregon
$2.29M
MA
750
Montag & Associates
Georgia
$2.29M