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Bristol-Myers Squibb

2,407 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, 861 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: 861 | Existing positions reduced: 950

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.9B

Holders
2,407
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
WIM
2076
Warwick Investment Management
Texas
$201K
WDC
2077
Woodward Diversified Capital
California
$201K
CSWL
2078
COGENT STRATEGIC WEALTH LLC
Illinois
$201K
MAM
2079
Madison Asset Management
Wisconsin
$200K
SAM
2080
S.A. Mason
Michigan
$195K
HCMG
2081
Howard Capital Management Group
California
$186K
ECA
2082
Elevated Capital Advisors
Utah
$184K
CFG
2083
Chapman Financial Group
Hawaii
$183K
BCM
2084
Boreal Capital Management
Florida
$183K
PGAM
2085
Princeton Global Asset Management
New Jersey
$181K
MMCM
2086
Murphy & Mullick Capital Management
New York
$178K
NMG
2087
New Millennium Group
Utah
$177K
CH
2088
Canton Hathaway
Rhode Island
$176K
FPB
2089
First PREMIER Bank
South Dakota
$176K
CG
2090
Curat Global
New Hampshire
$174K
FMTCOCP
2091
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$173K
SIS
2092
Sound Income Strategies
Florida
$170K
CFD
2093
Creative Financial Designs
Indiana
$168K
CCMI
2094
Creative Capital Management Investments
California
$167K
PSB
2095
Piscataqua Savings Bank
New Hampshire
$167K
RF
2096
Rossby Financial
Florida
$165K
CTA
2097
Colonial Trust Advisors
South Carolina
$165K
GSWM
2098
Golden State Wealth Management
California
$163K
RFP
2099
Root Financial Partners
California
$163K
QC
2100
Quent Capital
New York
$161K