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Bristol-Myers Squibb

2,437 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 869 increasing their positions, 954 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:

2.71% more ownership

Funds ownership: 77.91%80.62% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 954

30% less call options, than puts

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

Holders
2,437
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
OFS
1326
OneAscent Financial Services
Alabama
$678K
PFS
1327
Physicians Financial Services
North Carolina
$678K
GIM
1328
Gold Investment Management
Alberta, Canada
$677K
WSCM
1329
Wellington Shields Capital Management
New York
$674K
CA
1330
Callahan Advisors
Texas
$674K
PWP
1331
Principle Wealth Partners
Connecticut
$673K
IP
1332
Investment Partners
Ohio
$673K
CCA
1333
Childress Capital Advisors
Texas
$668K
OBWG
1334
Onyx Bridge Wealth Group
New York
$667K
SFM
1335
Signet Financial Management
New Jersey
$667K
RIA
1336
Regal Investment Advisors
Michigan
$662K
MBT
1337
Montecito Bank & Trust
California
$661K
CFG
1338
Capital Financial Group
Colorado
$660K
LOWM
1339
Laurel Oak Wealth Management
New Jersey
$660K
LCM
1340
LVM Capital Management
Michigan
$659K
JSW
1341
Journey Strategic Wealth
New Jersey
$659K
SW
1342
SlateStone Wealth
Florida
$658K
CGIM
1343
Capital Group Investment Management
Singapore
$658K
TCMG
1344
TSP Capital Management Group
New Jersey
$657K
FSA
1345
Fort Sheridan Advisors
Illinois
$656K
TSW
1346
Thompson Siegel & Walmsley
Virginia
$656K
3IP
1347
3Chopt Investment Partners
Virginia
$655K
SFC
1348
SYM Financial Corp
Indiana
$654K
SSW
1349
Stone Summit Wealth
Florida
$653K
FWP
1350
FAS Wealth Partners
Kansas
$652K