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Bristol-Myers Squibb

2,422 hedge funds and large institutions have $88.4B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 865 increasing their positions, 953 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: 77.91%80.53% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 865 | Existing positions reduced: 953

30% less call options, than puts

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

Holders
2,422
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
FSA
1976
Financial Security Advisor
Virginia
$240K
CMAI
1977
Capital Management Associates Inc
Minnesota
$240K
FHB
1978
First Hawaiian Bank
Hawaii
$239K
WA
1979
WBH Advisory
Maryland
$238K
BAM
1980
Brave Asset Management
New Jersey
$237K
BAM
1981
Bellevue Asset Management
Washington
$237K
TC
1982
TFR Capital
Texas
$237K
VC
1983
Vicus Capital
Pennsylvania
$237K
WIA
1984
Westbourne Investment Advisors
Maryland
$236K
IDA
1985
Intelligence Driven Advisers
California
$236K
WI
1986
Westbourne Investments
Virginia
$236K
PWW
1987
Pettyjohn Wood & White
Virginia
$236K
QFA
1988
Quantum Financial Advisors
California
$236K
ICP
1989
Impact Capital Partners
Colorado
$235K
DI
1990
DDFG Inc
California
$235K
RFA
1991
Resurgent Financial Advisors
Georgia
$235K
ADL
1992
Asset Dedication LLC
California
$234K
HC
1993
Hourglass Capital
Texas
$234K
FNBOO
1994
First National Bank of Omaha
Nebraska
$233K
KAS
1995
KPP Advisory Services
Kentucky
$233K
LI
1996
LRI Investments
Florida
$233K
AAS
1997
Annex Advisory Services
Wisconsin
$233K
BOS
1998
Bank of Stockton
California
$232K
HFAS
1999
Hummer Financial Advisory Services
Illinois
$232K
DI
2000
Diligent Investors
California
$232K