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Bristol-Myers Squibb

2,409 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, 862 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: 862 | Existing positions reduced: 950

30% less call options, than puts

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

Holders
2,409
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
SFGP
1901
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$269K
LA
1902
Lifeworks Advisors
Michigan
$268K
NS
1903
NBC Securities
Alabama
$268K
PGA
1904
Portland Global Advisors
Maine
$268K
CP
1905
Camelot Portfolios
Ohio
$267K
MA
1906
MJP Associates
Connecticut
$267K
SSC
1907
Syverson Strege & Co
Iowa
$266K
CA
1908
CSM Advisors
Pennsylvania
$266K
CICI
1909
Capital Investment Counsel Inc
North Carolina
$265K
CST
1910
Charles Schwab Trust
Nevada
$265K
WI
1911
Wedgewood Investors
Pennsylvania
$265K
PAM
1912
PCG Asset Management
New Jersey
$264K
OL
1913
Optas LLC
Texas
$263K
ACA
1914
Atlas Capital Advisors
Wyoming
$263K
GWANC
1915
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K
PMG
1916
ProVise Management Group
Florida
$261K
CGA
1917
Crescent Grove Advisors
Illinois
$261K
FA
1918
Faithward Advisors
Pennsylvania
$260K
MWM
1919
Maridea Wealth Management
New York
$260K
EWM
1920
Evermay Wealth Management
Virginia
$260K
KCPG
1921
Kavar Capital Partners Group
Kansas
$259K
CBT
1922
Crews Bank & Trust
Florida
$259K
PE
1923
PCM Encore
Colorado
$259K
BC
1924
Barrett & Company
Rhode Island
$258K
OFG
1925
Oxford Financial Group
Indiana
$258K