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Bristol-Myers Squibb

2,418 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 864 increasing their positions, 952 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: 77.89%80.52% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 952

30% less call options, than puts

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

Holders
2,418
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
ACM
1126
Adalta Capital Management
New York
$1M
GBT
1127
Grove Bank & Trust
Florida
$1M
HDIM
1128
Hanson & Doremus Investment Management
Vermont
$1M
RFA
1129
RTD Financial Advisors
Pennsylvania
$999K
OWM
1130
Opes Wealth Management
California
$995K
ST
1131
Smithfield Trust
Pennsylvania
$990K
RC
1132
Rovin Capital
Arizona
$987K
CAI
1133
Capital Advisors Inc
Oklahoma
$986K
VHAM
1134
Van Hulzen Asset Management
California
$985K
CIC
1135
Carnegie Investment Counsel
Ohio
$979K
UBV
1136
United Bank (Virginia)
Virginia
$976K
BTI
1137
Blue Trust Inc
Georgia
$976K
DMBA
1138
Deseret Mutual Benefit Administrators
Utah
$975K
SL
1139
Sentry LLC
Tennessee
$975K
AWM
1140
Ariadne Wealth Management
California
$974K
MIC
1141
Means Investment Company
Maine
$973K
TAFW
1142
Tred Avon Family Wealth
Maryland
$971K
WAL
1143
W Advisors LLC
Tennessee
$970K
IAS
1144
Insigneo Advisory Services
Florida
$969K
OPTFSNA
1145
Old Point Trust & Financial Services N A
Virginia
$968K
GIC
1146
Generali Investments CEE
Czech Republic
$966K
API
1147
Asset Planning Inc
California
$964K
VT
1148
Volterra Technologies
New York
$963K
HP
1149
Hikari Power
Japan
$961K
NDSI
1150
Newman Dignan & Sheerar Inc
Rhode Island
$960K