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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
XWM
1176
Xcel Wealth Management
Florida
$917K
1IA
1177
1620 Investment Advisors
Massachusetts
$917K
NWAG
1178
Net Worth Advisory Group
Utah
$909K
TBC
1179
Tweedy, Browne Co
Connecticut
$908K
SMC
1180
Smith, Moore & Co
Missouri
$906K
HAM
1181
Hedges Asset Management
Nevada
$905K
BAM
1182
Boyar Asset Management
New York
$894K
IIM
1183
Ipswich Investment Management
Massachusetts
$893K
SIG
1184
Sky Investment Group
Connecticut
$893K
TCM
1185
Triumph Capital Management
Colorado
$890K
LIM
1186
Letson Investment Management
Georgia
$890K
BOH
1187
Bank of Hawaii
Hawaii
$889K
LCM
1188
Lazari Capital Management
California
$889K
WPC
1189
White Pine Capital
Minnesota
$887K
VST
1190
Van Strum & Towne
California
$884K
PP
1191
Patten & Patten
Tennessee
$882K
RIM
1192
Redwood Investment Management
Arizona
$882K
1WA
1193
180 Wealth Advisors
Washington
$878K
ZIC
1194
ZWJ Investment Counsel
Georgia
$877K
VCS
1195
Vaughan & Co Securities
New Jersey
$876K
BWM
1196
BigSur Wealth Management
Florida
$874K
TSW
1197
Three Seasons Wealth
Utah
$872K
GIM
1198
Generali Investments Management
Slovenia
$871K
BCM
1199
Birmingham Capital Management
Alabama
$871K
HCM
1200
Hengehold Capital Management
Ohio
$867K