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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
IC
1876
Inscription Capital
Texas
$282K
HI
1877
Hudock Inc
Pennsylvania
$282K
GWM
1878
GK Wealth Management
Nevada
$282K
BBWP
1879
Beacon Bridge Wealth Partners
Pennsylvania
$282K
BMCM
1880
Bryn Mawr Capital Management
Pennsylvania
$281K
BCM
1881
Boltwood Capital Management
California
$281K
IWA
1882
IVC Wealth Advisors
Pennsylvania
$280K
PSB
1883
Passumpsic Savings Bank
Vermont
$280K
FFN
1884
Focus Financial Network
Minnesota
$279K
PWP
1885
Phillips Wealth Planners
Mississippi
$279K
OWA
1886
One Wealth Advisors
California
$279K
CAM
1887
Columbia Asset Management
Michigan
$279K
IA
1888
Intellus Advisors
Florida
$277K
UIM
1889
Unified Investment Management
Georgia
$277K
SSWM
1890
Sheets Smith Wealth Management
North Carolina
$277K
SCM
1891
Sterneck Capital Management
Missouri
$276K
TCBWMS
1892
Texas Capital Bank Wealth Management Services
Texas
$275K
PCMI
1893
Paradigm Capital Management Inc
New York
$275K
SIM
1894
Sentry Investment Management
Wisconsin
$275K
CA
1895
CWC Advisors
Oregon
$275K
PBO
1896
Peoples Bank (Ohio)
Ohio
$273K
CBT
1897
CoreFirst Bank & Trust
Kansas
$273K
TLCM
1898
Twin Lakes Capital Management
California
$271K
PIA
1899
Perennial Investment Advisors
California
$271K
LP
1900
LMR Partners
United Kingdom
$270K