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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
WAG
1951
Wallace Advisory Group
California
$248K
HPBT
1952
Hickory Point Bank & Trust
Illinois
$248K
BFIC
1953
Bedell Frazier Investment Counselling
California
$247K
AW
1954
Alchemi Wealth
Connecticut
$247K
SFG
1955
Skyview Financial Group
Florida
$246K
WP
1956
Waycross Partners
Kentucky
$246K
NW
1957
Naviter Wealth
Arkansas
$246K
LA
1958
Lakeside Advisors
Washington
$246K
OHWP
1959
Oak Harbor Wealth Partners
North Carolina
$245K
BEAM
1960
Baker Ellis Asset Management
Washington
$244K
SOAMC
1961
Spirit of America Management Corp
New York
$243K
EW
1962
Element Wealth
Mississippi
$242K
WAG
1963
Winthrop Advisory Group
Massachusetts
$242K
CCM
1964
Charter Capital Management
Wisconsin
$241K
GLLW
1965
Graves Light Lenhart Wealth
Virginia
$240K
FA
1966
Fagan Associates
New York
$240K
FSA
1967
Financial Security Advisor
Virginia
$240K
CMAI
1968
Capital Management Associates Inc
Minnesota
$240K
FHB
1969
First Hawaiian Bank
Hawaii
$239K
WA
1970
WBH Advisory
Maryland
$238K
BAM
1971
Brave Asset Management
New Jersey
$237K
BAM
1972
Bellevue Asset Management
Washington
$237K
TC
1973
TFR Capital
Texas
$237K
VC
1974
Vicus Capital
Pennsylvania
$237K
WIA
1975
Westbourne Investment Advisors
Maryland
$236K