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Bristol-Myers Squibb

2,418 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 864 increasing their positions, 952 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: 77.89%80.52% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 952

30% less call options, than puts

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

Holders
2,418
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
SFA
1551
Souders Financial Advisors
Ohio
$457K
FB
1552
Fulton Bank
Pennsylvania
$456K
FIB
1553
First Interstate Bank
Montana
$455K
PCM
1554
Perkins Capital Management
Minnesota
$455K
CFO
1555
CVA Family Office
Colorado
$454K
WAM
1556
Walker Asset Management
Missouri
$454K
KWM
1557
Kassira Wealth Management
Tennessee
$453K
SOW
1558
State of Wyoming
Wyoming
$452K
BO
1559
Bank OZK
Arkansas
$452K
BIM
1560
Baldwin Investment Management
Pennsylvania
$452K
RWM
1561
Riverbend Wealth Management
South Carolina
$451K
VIPI
1562
Vista Investment Partners II
Indiana
$450K
MTC
1563
McDaniel Terry & Co
Texas
$449K
NWMG
1564
National Wealth Management Group
Ohio
$449K
GWM
1565
Graybill Wealth Management
Illinois
$449K
T
1566
Tidemark
California
$448K
AC
1567
Apella Capital
Connecticut
$445K
LC
1568
Lawood & Co
Pennsylvania
$444K
MWS
1569
MFA Wealth Services
California
$443K
PDL
1570
Portfolio Design Labs
California
$443K
NSB
1571
Norway Savings Bank
Maine
$442K
MPWS
1572
McCarter Private Wealth Services
Massachusetts
$442K
LRPA
1573
L. Roy Papp & Associates
Arizona
$441K
SCM
1574
Schnieders Capital Management
California
$440K
PCG
1575
Prosperity Consulting Group
Maryland
$440K