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Bristol-Myers Squibb

2,418 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 864 increasing their positions, 952 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: 77.89%80.52% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 952

30% less call options, than puts

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

Holders
2,418
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
MWM
1926
Maridea Wealth Management
New York
$260K
EWM
1927
Evermay Wealth Management
Virginia
$260K
KCPG
1928
Kavar Capital Partners Group
Kansas
$259K
CBT
1929
Crews Bank & Trust
Florida
$259K
PE
1930
PCM Encore
Colorado
$259K
BC
1931
Barrett & Company
Rhode Island
$258K
OFG
1932
Oxford Financial Group
Indiana
$258K
SEIA
1933
Signature Estate & Investment Advisors
California
$258K
EWM
1934
Elmwood Wealth Management
California
$258K
GCA
1935
Genesee Capital Advisors
New York
$258K
WTA
1936
Washington Trust Advisors
Massachusetts
$257K
M
1937
MOTCO
Texas
$257K
MG
1938
Mather Group
Illinois
$257K
TWA
1939
TCI Wealth Advisors
Arizona
$257K
GAM
1940
Gould Asset Management
California
$257K
PVAMC
1941
PPS&V Asset Management Consultants
Michigan
$256K
HBW
1942
Hazlett, Burt & Watson
West Virginia
$256K
KOC
1943
Koss-Olinger Consulting
Florida
$256K
V
1944
VeraBank
Texas
$256K
FUBT
1945
First United Bank & Trust
Maryland
$256K
FCA
1946
FLC Capital Advisors
California
$255K
SCM
1947
SCS Capital Management
Massachusetts
$255K
LIM
1948
Lathrop Investment Management
Arkansas
$254K
TF
1949
Tompkins Financial
New York
$253K
NCM
1950
Novare Capital Management
North Carolina
$251K