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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
CSC
1701
Caldwell Sutter Capital
California
$360K
CH
1702
Cromwell Holdings
Wyoming
$359K
NI
1703
Natural Investments
California
$359K
BRM
1704
Boston Research & Management
Massachusetts
$359K
WBWA
1705
William B. Walkup & Associates
South Carolina
$359K
VCM
1706
Voleon Capital Management
California
$358K
SL
1707
Summitry LLC
California
$357K
NFP
1708
Narus Financial Partners
Utah
$357K
WIM
1709
Westside Investment Management
California
$357K
OIS
1710
OneAscent Investment Solutions
Alabama
$356K
TCP
1711
TMB Capital Partners
Arkansas
$356K
CDDEC
1712
Caisse Des Depots Et Consignations
France
$355K
SWIM
1713
Smallwood Wealth Investment Management
New Jersey
$355K
AWM
1714
Accurate Wealth Management
Florida
$355K
RCI
1715
RS Crum Inc
California
$354K
WC
1716
Waterloo Capital
Texas
$354K
JGIA
1717
Jackson Grant Investment Advisers
Connecticut
$354K
RDFA
1718
Ritter Daniher Financial Advisory
Ohio
$354K
PP
1719
PDS Planning
Ohio
$353K
MA
1720
MKT Advisors
California
$352K
FTC
1721
Farmers Trust Company
Ohio
$350K
CWM
1722
Chesapeake Wealth Management
Virginia
$349K
CFO
1723
Cambient Family Office
Michigan
$349K
AP
1724
Anchyra Partners
Georgia
$348K
MYIA
1725
Mount Yale Investment Advisors
Colorado
$348K