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Bristol-Myers Squibb

2,409 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 350 funds opening new positions, 862 increasing their positions, 950 reducing their positions, and 140 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:

2.72% more ownership

Funds ownership: 77.8%80.52% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 950

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.9B

Holders
2,409
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
$1.9B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1426
Kathmere Capital Management
Pennsylvania
$555K
FFA
1427
Fi3 Financial Advisors
Indiana
$554K
KTC
1428
Kentucky Trust Company
Kentucky
$552K
AG
1429
AmeriFlex Group
Nevada
$552K
TPWA
1430
TRUE Private Wealth Advisors
Oregon
$552K
IAMOG
1431
Investors Asset Management of Georgia
Georgia
$552K
TCM
1432
Traub Capital Management
Massachusetts
$552K
HDA
1433
Harold Davidson & Associates
California
$550K
LSA
1434
Lansing Street Advisors
Pennsylvania
$550K
SAM
1435
Secure Asset Management
Michigan
$549K
KP
1436
Keel Point
Alabama
$548K
BWM
1437
BankPlus Wealth Management
Mississippi
$548K
OC
1438
Oakworth Capital
Alabama
$547K
NPA
1439
Nichols & Pratt Advisers
Massachusetts
$547K
BBI
1440
Baxter Bros Inc
Connecticut
$546K
TTIC
1441
Tower Trust & Investment Company
Iowa
$546K
WIM
1442
WealthPlan Investment Management
Nebraska
$546K
BCB
1443
Brian C. Broderick
$546K
CCFCSB
1444
Cape Cod Five Cents Savings Bank
Massachusetts
$545K
GD
1445
Grandfield & Dodd
New York
$543K
WFM
1446
Wolff Financial Management
Michigan
$542K
BHC
1447
Bowen Hanes & Co
Florida
$542K
ACM
1448
Aurdan Capital Management
Pennsylvania
$541K
KJHP
1449
K.J. Harrison & Partners
Ontario, Canada
$540K
FMI
1450
Frec Markets Inc
California
$540K