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Bristol-Myers Squibb

2,407 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, 861 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: 861 | Existing positions reduced: 950

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.9B

Holders
2,407
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
PWP
1876
Phillips Wealth Planners
Mississippi
$279K
OWA
1877
One Wealth Advisors
California
$279K
CAM
1878
Columbia Asset Management
Michigan
$279K
IA
1879
Intellus Advisors
Florida
$277K
UIM
1880
Unified Investment Management
Georgia
$277K
SSWM
1881
Sheets Smith Wealth Management
North Carolina
$277K
SCM
1882
Sterneck Capital Management
Missouri
$276K
TCBWMS
1883
Texas Capital Bank Wealth Management Services
Texas
$275K
PCMI
1884
Paradigm Capital Management Inc
New York
$275K
SIM
1885
Sentry Investment Management
Wisconsin
$275K
CA
1886
CWC Advisors
Oregon
$275K
PBO
1887
Peoples Bank (Ohio)
Ohio
$273K
CBT
1888
CoreFirst Bank & Trust
Kansas
$273K
TLCM
1889
Twin Lakes Capital Management
California
$271K
PIA
1890
Perennial Investment Advisors
California
$271K
LP
1891
LMR Partners
United Kingdom
$270K
CS
1892
Capital Square
Tennessee
$270K
BC
1893
Bridgefront Capital
Texas
$270K
SWTS
1894
Stonehaven Wealth & Tax Solutions
Wisconsin
$270K
MAM
1895
Morse Asset Management
Connecticut
$270K
SFFS
1896
Stonehage Fleming Financial Services
Jersey
$270K
GIPW
1897
Granite Islands Private Wealth
Connecticut
$270K
LC
1898
LCNB Corp
Ohio
$269K
SFGP
1899
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$269K
LA
1900
Lifeworks Advisors
Michigan
$268K