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Bristol-Myers Squibb

2,407 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, 861 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: 861 | Existing positions reduced: 950

30% less call options, than puts

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

Holders
2,407
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
KCM
726
Kanawha Capital Management
Virginia
$2.45M
HKAM
727
Horizon Kinetics Asset Management
New York
$2.43M
HW
728
Hamilton Wealth
California
$2.42M
CIA
729
Choate Investment Advisors
Massachusetts
$2.42M
HSA
730
HBK Sorce Advisory
Pennsylvania
$2.4M
HTC
731
Haverford Trust Company
Pennsylvania
$2.4M
CPIG
732
Chicago Partners Investment Group
Illinois
$2.4M
MHS
733
M Holdings Securities
Oregon
$2.4M
ECM
734
EagleClaw Capital Management
Massachusetts
$2.4M
CAM
735
Carret Asset Management
New York
$2.4M
DWM
736
Dakota Wealth Management
Florida
$2.39M
PA
737
Promethium Advisors
Maryland
$2.38M
DIA
738
Dean Investment Associates
Ohio
$2.36M
CGPCS
739
Capital Group Private Client Services
California
$2.34M
CBA
740
Coastal Bridge Advisors
Connecticut
$2.33M
KFP
741
KMG Fiduciary Partners
Ohio
$2.33M
CEI
742
Clark Estates Inc
New York
$2.32M
ORG
743
Optimist Retirement Group
Washington
$2.32M
RSWM
744
Robertson Stephens Wealth Management
California
$2.31M
MOS
745
MGO One Seven
Ohio
$2.31M
SMFG
746
Sumitomo Mitsui Financial Group
Japan
$2.31M
BWAM
747
Boyd Watterson Asset Management
Ohio
$2.31M
QIM
748
Quest Investment Management
Oregon
$2.29M
MA
749
Montag & Associates
Georgia
$2.29M
IFU
750
iSAM Funds (UK)
United Kingdom
$2.27M