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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
EPW
2526
Evergreen Private Wealth
Colorado
NC
2527
North Capital
Utah
BCPWM
2528
Bradley & Co Private Wealth Management
Florida
JWM
2529
JPL Wealth Management
Colorado
CWM
2530
Crowley Wealth Management
Delaware
MSG
2531
Main Street Group
Virginia
TCM
2532
TruNorth Capital Management
Michigan
CIR
2533
Clear Investment Research
Georgia
KFP
2534
Keener Financial Planning
Texas
CTC
2535
Corundum Trust Company
South Dakota
PPA
2536
Painted Porch Advisors
California
PWA
2537
Provenance Wealth Advisors
Florida
RPA
2538
Redwood Park Advisors
California
CCM
2539
Cloud Capital Management
Washington
SFCL
2540
Strengthening Families & Communities LLC
Massachusetts
FGAM
2541
Financial Gravity Asset Management
Texas
WAM
2542
Wolverine Asset Management
Illinois
HHGA
2543
Halbert Hargrove Global Advisors
California
GFWA
2544
Grey Fox Wealth Advisors
Delaware
MSWA
2545
Marshall & Sterling Wealth Advisors
New York
GPI
2546
General Partner Inc
Pennsylvania
OSNBOA
2547
Old Second National Bank of Aurora
Illinois
CWM
2548
Cedar Wealth Management
California
FLFS
2549
Family Legacy Financial Solutions
North Carolina
TCA
2550
Trifecta Capital Advisors
Illinois