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Bristol-Myers Squibb

2,385 hedge funds and large institutions have $87.8B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 341 funds opening new positions, 855 increasing their positions, 942 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:

2.26% more ownership

Funds ownership: 77.8%80.06% (+2.3%)

9% less repeat investments, than reductions

Existing positions increased: 855 | Existing positions reduced: 942

30% less call options, than puts

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

Holders
2,385
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
CIR
2501
Clear Investment Research
Georgia
KFP
2502
Keener Financial Planning
Texas
CTC
2503
Corundum Trust Company
South Dakota
PWA
2504
Provenance Wealth Advisors
Florida
RPA
2505
Redwood Park Advisors
California
CCM
2506
Cloud Capital Management
Washington
SFCL
2507
Strengthening Families & Communities LLC
Massachusetts
FGAM
2508
Financial Gravity Asset Management
Texas
WAM
2509
Wolverine Asset Management
Illinois
HHGA
2510
Halbert Hargrove Global Advisors
California
GFWA
2511
Grey Fox Wealth Advisors
Delaware
MSWA
2512
Marshall & Sterling Wealth Advisors
New York
GPI
2513
General Partner Inc
Pennsylvania
OSNBOA
2514
Old Second National Bank of Aurora
Illinois
CWM
2515
Cedar Wealth Management
California
FLFS
2516
Family Legacy Financial Solutions
North Carolina
TCA
2517
Trifecta Capital Advisors
Illinois
DWA
2518
Delos Wealth Advisors
Texas
FF
2519
Finley Financial
Nevada
RWS
2520
Retirement Wealth Solutions
Wisconsin
CA
2521
Centerpoint Advisors
Massachusetts
FPF
2522
First Pacific Financial
Washington
IW
2523
Imprint Wealth
South Carolina
BMC
2524
Bear Mountain Capital
Washington
FLP
2525
Financial Life Planners
Arizona