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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
SFG
1976
Skyview Financial Group
Florida
$246K
WP
1977
Waycross Partners
Kentucky
$246K
NW
1978
Naviter Wealth
Arkansas
$246K
LA
1979
Lakeside Advisors
Washington
$246K
OHWP
1980
Oak Harbor Wealth Partners
North Carolina
$245K
BEAM
1981
Baker Ellis Asset Management
Washington
$244K
SOAMC
1982
Spirit of America Management Corp
New York
$243K
EW
1983
Element Wealth
Mississippi
$242K
WAG
1984
Winthrop Advisory Group
Massachusetts
$242K
CCM
1985
Charter Capital Management
Wisconsin
$241K
GLLW
1986
Graves Light Lenhart Wealth
Virginia
$240K
FA
1987
Fagan Associates
New York
$240K
FSA
1988
Financial Security Advisor
Virginia
$240K
CMAI
1989
Capital Management Associates Inc
Minnesota
$240K
FHB
1990
First Hawaiian Bank
Hawaii
$239K
WA
1991
WBH Advisory
Maryland
$238K
BAM
1992
Brave Asset Management
New Jersey
$237K
BAM
1993
Bellevue Asset Management
Washington
$237K
TC
1994
TFR Capital
Texas
$237K
VC
1995
Vicus Capital
Pennsylvania
$237K
WIA
1996
Westbourne Investment Advisors
Maryland
$236K
IDA
1997
Intelligence Driven Advisers
California
$236K
WI
1998
Westbourne Investments
Virginia
$236K
PWW
1999
Pettyjohn Wood & White
Virginia
$236K
QFA
2000
Quantum Financial Advisors
California
$236K