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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
SMA
2076
Seven Mile Advisory
New Jersey
$205K
EIP
2077
Ellis Investment Partners
Pennsylvania
$204K
RIP
2078
Reliant Investment Partners
North Carolina
$203K
CIA
2079
Compass Ion Advisors
Pennsylvania
$203K
PA
2080
PharVision Advisers
Florida
$203K
DP
2081
Dearborn Partners
Illinois
$203K
PJSIMP
2082
P.J. Schmidt Investment Management (PJS)
Wisconsin
$202K
PWC
2083
PYA Waltman Capital
Tennessee
$202K
TCM
2084
Teza Capital Management
Illinois
$201K
WIM
2085
Warwick Investment Management
Texas
$201K
WDC
2086
Woodward Diversified Capital
California
$201K
CSW
2087
Cogent Strategic Wealth
Illinois
$201K
MAM
2088
Madison Asset Management
Wisconsin
$200K
SAM
2089
S.A. Mason
Michigan
$195K
HCMG
2090
Howard Capital Management Group
California
$186K
ECA
2091
Elevated Capital Advisors
Utah
$184K
CFG
2092
Chapman Financial Group
Hawaii
$183K
BCM
2093
Boreal Capital Management
Florida
$183K
PGAM
2094
Princeton Global Asset Management
New Jersey
$181K
MMCM
2095
Murphy & Mullick Capital Management
New York
$178K
NMG
2096
New Millennium Group
Utah
$177K
CH
2097
Canton Hathaway
Rhode Island
$176K
FPB
2098
First PREMIER Bank
South Dakota
$176K
CG
2099
Curat Global
New Hampshire
$174K
FMTCOCP
2100
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$173K