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Bristol-Myers Squibb

2,422 hedge funds and large institutions have $88.4B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 865 increasing their positions, 953 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: 77.91%80.53% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 865 | Existing positions reduced: 953

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.91B

Holders
2,422
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
PIA
1901
Perennial Investment Advisors
California
$271K
LP
1902
LMR Partners
United Kingdom
$270K
CS
1903
Capital Square
Tennessee
$270K
BC
1904
Bridgefront Capital
Texas
$270K
SWTS
1905
Stonehaven Wealth & Tax Solutions
Wisconsin
$270K
MAM
1906
Morse Asset Management
Connecticut
$270K
SFFS
1907
Stonehage Fleming Financial Services
Jersey
$270K
GIPW
1908
Granite Islands Private Wealth
Connecticut
$270K
LC
1909
LCNB Corp
Ohio
$269K
SFGP
1910
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$269K
LA
1911
Lifeworks Advisors
Michigan
$268K
NS
1912
NBC Securities
Alabama
$268K
PGA
1913
Portland Global Advisors
Maine
$268K
CP
1914
Camelot Portfolios
Ohio
$267K
MA
1915
MJP Associates
Connecticut
$267K
SSC
1916
Syverson Strege & Co
Iowa
$266K
CA
1917
CSM Advisors
Pennsylvania
$266K
CICI
1918
Capital Investment Counsel Inc
North Carolina
$265K
CST
1919
Charles Schwab Trust
Nevada
$265K
WI
1920
Wedgewood Investors
Pennsylvania
$265K
PAM
1921
PCG Asset Management
New Jersey
$264K
OL
1922
Optas LLC
Texas
$263K
ACA
1923
Atlas Capital Advisors
Wyoming
$263K
GWANC
1924
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K
PMG
1925
ProVise Management Group
Florida
$261K