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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
JPWM
801
Jamison Private Wealth Management
Georgia
$2.01M
EC
802
Enhancing Capital
Pennsylvania
$2.01M
IAIM
803
International Assets Investment Management
Florida
$2.01M
CIC
804
Cornercap Investment Counsel
Georgia
$2.01M
CT
805
Chicago Trust
Illinois
$2M
Federated Hermes
806
Federated Hermes
Pennsylvania
$2M
Edgewood Management
807
Edgewood Management
Connecticut
$2M
BCP
808
Berkeley Capital Partners
Georgia
$1.99M
SIM
809
Stratos Investment Management
Ohio
$1.99M
HIA
810
Harvest Investment Advisors
Florida
$1.98M
USCWA
811
U.S. Capital Wealth Advisors
Texas
$1.98M
PCA
812
Purkiss Capital Advisors
Connecticut
$1.98M
CAM
813
Cacti Asset Management
Georgia
$1.97M
NHC
814
Nicholas Hoffman & Company
Georgia
$1.97M
SW
815
SteelPeak Wealth
California
$1.96M
HCM
816
Howard Capital Management
Georgia
$1.96M
CC
817
Courier Capital
New York
$1.95M
HA
818
Herold Advisors
New York
$1.95M
BTD
819
BankPlus Trust Department
Mississippi
$1.95M
EI
820
EDMP Inc
Florida
$1.94M
TNBTD
821
Trustmark National Bank Trust Department
Mississippi
$1.94M
EFM
822
Eley Financial Management
Vermont
$1.94M
GFA
823
Gifford Fong Associates
California
$1.94M
OPA
824
Old Port Advisors
Maine
$1.94M
BFIM
825
Beese Fulmer Investment Management
Ohio
$1.93M