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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
NECFA
1726
New England Capital Financial Advisors
Connecticut
$344K
KFA
1727
Kapstone Financial Advisors
Ohio
$344K
CAM
1728
Cozad Asset Management
Illinois
$343K
ABLA
1729
Alan B. Lancz & Associates
Ohio
$343K
TFG
1730
Tilson Financial Group
New Jersey
$342K
ASC
1731
Atalanta Sosnoff Capital
New York
$341K
HWM
1732
Hohimer Wealth Management
Washington
$340K
NP
1733
NorthRock Partners
Minnesota
$340K
EBA
1734
Eagle Bay Advisors
New York
$340K
GWI
1735
Grace & White Inc
New York
$339K
TAM
1736
Todd Asset Management
Kentucky
$339K
TWP
1737
Triad Wealth Partners
Kansas
$338K
PM
1738
Penbrook Management
New York
$337K
GI
1739
Gradient Investments
Minnesota
$336K
MWPCG
1740
Measured Wealth Private Client Group
New Hampshire
$336K
HCM
1741
Hilton Capital Management
New York
$336K
MAM
1742
Mainsail Asset Management
Alabama
$335K
CSI
1743
Cross Staff Investments
New York
$335K
PFS
1744
Professional Financial Solutions
Virginia
$335K
CS
1745
Crescent Sterling
Louisiana
$334K
EFMC
1746
Empire Financial Management Company
New York
$334K
TWD
1747
True Wealth Design
Ohio
$334K
NIM
1748
Northeast Investment Management
Massachusetts
$333K
IFS
1749
Ifrah Financial Services
Arkansas
$333K
SIAG
1750
Signet Investment Advisory Group
Rhode Island
$332K