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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
CFSG
1576
Clark Financial Services Group
Missouri
$436K
HR
1577
Hardy Reed
Mississippi
$436K
TYCC
1578
Texas Yale Capital Corp
Florida
$434K
CC
1579
Commons Capital
Massachusetts
$434K
FFG
1580
Fiduciary Financial Group
California
$433K
CIAM
1581
Caitong International Asset Management
Hong Kong
$432K
TPI
1582
Trust Point Inc
Wisconsin
$432K
JDLA
1583
J. Derek Lewis & Associates
California
$432K
GIM
1584
Guardian Investment Management
California
$432K
NA
1585
Nordwand Advisors
Pennsylvania
$432K
MFFIA
1586
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$432K
RC
1587
RBF Capital
California
$432K
BCM
1588
Becker Capital Management
Oregon
$431K
TS
1589
Tamar Securities
California
$431K
TFIPS
1590
Towarzystwo Funduszy Inwestycyjnych PZU SA
$430K
TGAM
1591
TBH Global Asset Management
Tennessee
$428K
LMFP
1592
Larry Mathis Financial Planning
Arizona
$427K
MAM
1593
Meeder Asset Management
Ohio
$426K
NA
1594
Navellier & Associates
Nevada
$426K
LFM
1595
LGT Fund Management
Liechtenstein
$425K
WAS
1596
Wealth Advisory Solutions
Indiana
$423K
FCB
1597
First County Bank
Connecticut
$422K
CWMGO
1598
Capstone Wealth Management Group (Oregon)
Oregon
$422K
KWMG
1599
King Wealth Management Group
Florida
$422K
RC
1600
Roundview Capital
New Jersey
$422K