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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
NB
1826
Northwest Bancshares
Pennsylvania
$309K
B
1827
Bailard
California
$309K
CPSAC
1828
Chas P. Smith & Associates (CPS)
Florida
$308K
SRC
1829
Shufro Rose & Co
New York
$307K
CCA
1830
Cravens & Co Advisors
Tennessee
$307K
OCPWS
1831
One Charles Private Wealth Services
Massachusetts
$307K
LI
1832
LMCG Investments
Massachusetts
$306K
BHPW
1833
Beverly Hills Private Wealth
California
$306K
OBGC
1834
O'Brien Greene & Co
Pennsylvania
$305K
ZF
1835
Zhang Financial
Michigan
$305K
MFWP
1836
Mosaic Family Wealth Partners
Missouri
$304K
FS
1837
Ferguson Shapiro
Georgia
$303K
JC
1838
JB Capital
Connecticut
$303K
PIMG
1839
Patriot Investment Management Group
Tennessee
$302K
PWP
1840
Private Wealth Partners
California
$302K
LWM
1841
Lyell Wealth Management
California
$302K
CSPIA
1842
Cary Street Partners Investment Advisory
Virginia
$301K
AWM
1843
Aberdeen Wealth Management
Illinois
$301K
MAWA
1844
Moss Adams Wealth Advisors
Washington
$301K
CIG
1845
Cascade Investment Group
Colorado
$300K
FFO
1846
Fortitude Family Office
Arizona
$299K
VAS
1847
Vestmark Advisory Solutions
Massachusetts
$299K
QT
1848
Quantbot Technologies
New York
$299K
WPP
1849
Whalerock Point Partners
Rhode Island
$299K
XWL
1850
XXI Wealth LLC
Illinois
$299K