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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
SIC
1551
Shoker Investment Counsel
Ohio
$466K
AO
1552
Advisor OS
Illinois
$465K
E
1553
Evansbrook
Illinois
$462K
MW
1554
Marble Wealth
Alabama
$462K
MCM
1555
Marathon Capital Management
Maryland
$462K
ISFAN
1556
Investor's Fiduciary Advisor Network
Washington
$461K
LPT
1557
Legacy Private Trust
Wisconsin
$460K
AFM
1558
Abbot Financial Management
Massachusetts
$459K
LWCFA
1559
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$458K
CIC
1560
Crawford Investment Counsel
Georgia
$458K
CFS
1561
Commonwealth Financial Services
West Virginia
$457K
SFA
1562
Souders Financial Advisors
Ohio
$457K
FB
1563
Fulton Bank
Pennsylvania
$456K
FIB
1564
First Interstate Bank
Montana
$455K
PCM
1565
Perkins Capital Management
Minnesota
$455K
CFO
1566
CVA Family Office
Colorado
$454K
WAM
1567
Walker Asset Management
Missouri
$454K
KWM
1568
Kassira Wealth Management
Tennessee
$453K
SOW
1569
State of Wyoming
Wyoming
$452K
BO
1570
Bank OZK
Arkansas
$452K
BIM
1571
Baldwin Investment Management
Pennsylvania
$452K
RWM
1572
Riverbend Wealth Management
South Carolina
$451K
VIPI
1573
Vista Investment Partners II
Indiana
$450K
MTC
1574
McDaniel Terry & Co
Texas
$449K
NWMG
1575
National Wealth Management Group
Ohio
$449K