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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
ZIG
1226
Zuckerman Investment Group
Illinois
$830K
GPA
1227
Garrison Point Advisors
California
$830K
CIA
1228
Cladis Investment Advisory
Montana
$828K
DCM
1229
DGS Capital Management
New Jersey
$827K
CI
1230
CacheTech Inc
Utah
$824K
GS
1231
GWN Securities
Florida
$817K
RWPA
1232
Richard W. Paul & Associates
Michigan
$815K
AIM
1233
Athena Investment Management
California
$815K
AG
1234
ASO Group
$815K
NERM
1235
New England Research & Management
Illinois
$807K
PFA
1236
Pure Financial Advisors
California
$806K
ST
1237
Spinnaker Trust
Maine
$801K
FFS
1238
Founders Financial Securities
Maryland
$801K
CM
1239
Capula Management
Cayman Islands
$798K
AI
1240
Accredited Investors
Minnesota
$796K
BF
1241
bLong Financial
Tennessee
$795K
NL
1242
NWAM LLC
Washington
$795K
RDWM
1243
Red Door Wealth Management
Tennessee
$795K
RWMG
1244
Redwood Wealth Management Group
New Jersey
$791K
MSR
1245
Main Street Research
Connecticut
$789K
CAG
1246
Crestwood Advisors Group
Massachusetts
$789K
ESB
1247
Essex Savings Bank
Connecticut
$786K
PIM
1248
Penobscot Investment Management
Massachusetts
$786K
Q
1249
QVR
California
$783K
TWP
1250
Tempus Wealth Planning
California
$783K