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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
SSWM
1901
Sheets Smith Wealth Management
North Carolina
$277K
SCM
1902
Sterneck Capital Management
Missouri
$276K
TCBWMS
1903
Texas Capital Bank Wealth Management Services
Texas
$275K
PCMI
1904
Paradigm Capital Management Inc
New York
$275K
SIM
1905
Sentry Investment Management
Wisconsin
$275K
CA
1906
CWC Advisors
Oregon
$275K
PBO
1907
Peoples Bank (Ohio)
Ohio
$273K
CBT
1908
CoreFirst Bank & Trust
Kansas
$273K
TLCM
1909
Twin Lakes Capital Management
California
$271K
PIA
1910
Perennial Investment Advisors
California
$271K
LP
1911
LMR Partners
United Kingdom
$270K
CS
1912
Capital Square
Tennessee
$270K
BC
1913
Bridgefront Capital
Texas
$270K
SWP
1914
Strategic Wealth Partners
Ohio
$270K
SWTS
1915
Stonehaven Wealth & Tax Solutions
Wisconsin
$270K
MAM
1916
Morse Asset Management
Connecticut
$270K
SFFS
1917
Stonehage Fleming Financial Services
Jersey
$270K
GIPW
1918
Granite Islands Private Wealth
Connecticut
$270K
LC
1919
LCNB Corp
Ohio
$269K
SFGP
1920
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$269K
LA
1921
Lifeworks Advisors
Michigan
$268K
NS
1922
NBC Securities
Alabama
$268K
PGA
1923
Portland Global Advisors
Maine
$268K
CP
1924
Camelot Portfolios
Ohio
$267K
MA
1925
MJP Associates
Connecticut
$267K