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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
HFM
1376
Hartford Financial Management
Connecticut
$619K
CAL
1377
Capital Analysts LLC
Pennsylvania
$619K
SAM
1378
Sagewood Asset Management
New York
$619K
BFO
1379
Biltmore Family Office
North Carolina
$613K
AIM
1380
Anchor Investment Management
South Carolina
$610K
LAM
1381
Lewis Asset Management
California
$609K
IBOK
1382
Independence Bank of Kentucky
Kentucky
$609K
ORC
1383
O'Rourke & Company
Massachusetts
$609K
WCP
1384
Wick Capital Partners
Pennsylvania
$608K
MMC
1385
Mizuho Markets Cayman
Cayman Islands
$608K
MFF
1386
Michels Family Financial
Texas
$607K
EFH
1387
Eaton Financial Holdings
Florida
$606K
PAG
1388
Poinciana Advisors Group
Florida
$606K
PI
1389
Pettee Investors
Connecticut
$605K
ACA
1390
Aspire Capital Advisors
Washington
$603K
FNFDCM
1391
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$603K
CWS
1392
Confluence Wealth Services
Pennsylvania
$602K
IAG
1393
Ipsen Advisor Group
Arkansas
$602K
YIA
1394
YHB Investment Advisors
Connecticut
$599K
FAM
1395
Fulcrum Asset Management
United Kingdom
$597K
SAG
1396
SageView Advisory Group
California
$595K
BBA
1397
Baader Bank Aktiengesellschaft
Germany
$593K
CFGW
1398
Chancellor Financial Group WB
Pennsylvania
$592K
PCM
1399
Polymer Capital Management
New York
$590K
BWP
1400
BSW Wealth Partners
Colorado
$590K