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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
NS
1901
NBC Securities
Alabama
$268K
PGA
1902
Portland Global Advisors
Maine
$268K
CP
1903
Camelot Portfolios
Ohio
$267K
MA
1904
MJP Associates
Connecticut
$267K
SSC
1905
Syverson Strege & Co
Iowa
$266K
CA
1906
CSM Advisors
Pennsylvania
$266K
CICI
1907
Capital Investment Counsel Inc
North Carolina
$265K
CST
1908
Charles Schwab Trust
Nevada
$265K
WI
1909
Wedgewood Investors
Pennsylvania
$265K
PAM
1910
PCG Asset Management
New Jersey
$264K
OL
1911
Optas LLC
Texas
$263K
ACA
1912
Atlas Capital Advisors
Wyoming
$263K
GWANC
1913
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K
PMG
1914
ProVise Management Group
Florida
$261K
CGA
1915
Crescent Grove Advisors
Illinois
$261K
FA
1916
Faithward Advisors
Pennsylvania
$260K
MWM
1917
Maridea Wealth Management
New York
$260K
EWM
1918
Evermay Wealth Management
Virginia
$260K
KCPG
1919
Kavar Capital Partners Group
Kansas
$259K
CBT
1920
Crews Bank & Trust
Florida
$259K
PE
1921
PCM Encore
Colorado
$259K
BC
1922
Barrett & Company
Rhode Island
$258K
OFG
1923
Oxford Financial Group
Indiana
$258K
SEIA
1924
Signature Estate & Investment Advisors
California
$258K
EWM
1925
Elmwood Wealth Management
California
$258K