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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
SSC
1926
Syverson Strege & Co
Iowa
$266K
CA
1927
CSM Advisors
Pennsylvania
$266K
CICI
1928
Capital Investment Counsel Inc
North Carolina
$265K
CST
1929
Charles Schwab Trust
Nevada
$265K
WI
1930
Wedgewood Investors
Pennsylvania
$265K
ZCP
1931
Z3 Capital Partners
Virginia
$265K
PAM
1932
PCG Asset Management
New Jersey
$264K
OL
1933
Optas LLC
Texas
$263K
ACA
1934
Atlas Capital Advisors
Wyoming
$263K
GWANC
1935
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K
PMG
1936
ProVise Management Group
Florida
$261K
CGA
1937
Crescent Grove Advisors
Illinois
$261K
FA
1938
Faithward Advisors
Pennsylvania
$260K
MWM
1939
Maridea Wealth Management
New York
$260K
EWM
1940
Evermay Wealth Management
Virginia
$260K
KCPG
1941
Kavar Capital Partners Group
Kansas
$259K
CBT
1942
Crews Bank & Trust
Florida
$259K
PE
1943
PCM Encore
Colorado
$259K
BC
1944
Barrett & Company
Rhode Island
$258K
OFG
1945
Oxford Financial Group
Indiana
$258K
SEIA
1946
Signature Estate & Investment Advisors
California
$258K
EWM
1947
Elmwood Wealth Management
California
$258K
GCA
1948
Genesee Capital Advisors
New York
$258K
WTA
1949
Washington Trust Advisors
Massachusetts
$257K
M
1950
MOTCO
Texas
$257K