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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
GWI
1751
Grace & White Inc
New York
$339K
TAM
1752
Todd Asset Management
Kentucky
$339K
TWP
1753
Triad Wealth Partners
Kansas
$338K
PM
1754
Penbrook Management
New York
$337K
GI
1755
Gradient Investments
Minnesota
$336K
MWPCG
1756
Measured Wealth Private Client Group
New Hampshire
$336K
HCM
1757
Hilton Capital Management
New York
$336K
MAM
1758
Mainsail Asset Management
Alabama
$335K
CSI
1759
Cross Staff Investments
New York
$335K
PFS
1760
Professional Financial Solutions
Virginia
$335K
CS
1761
Crescent Sterling
Louisiana
$334K
EFMC
1762
Empire Financial Management Company
New York
$334K
TWD
1763
True Wealth Design
Ohio
$334K
NIM
1764
Northeast Investment Management
Massachusetts
$333K
IFS
1765
Ifrah Financial Services
Arkansas
$333K
SIAG
1766
Signet Investment Advisory Group
Rhode Island
$332K
JGGDR
1767
JGP Global Gestao de Recursos
Brazil
$331K
TBNY
1768
Trustco Bank (New York)
New York
$330K
CA
1769
Cornerstone Advisory
Maryland
$330K
SAM
1770
Summit Asset Management
Tennessee
$330K
EPG
1771
Estate Planners Group
Pennsylvania
$329K
TAM
1772
Tucker Asset Management
Colorado
$329K
SB
1773
Strategic Blueprint
Georgia
$329K
OWM
1774
OneAscent Wealth Management
Alabama
$329K
JSA
1775
Jim Saulnier & Associates
Colorado
$328K