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Bristol-Myers Squibb

2,446 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 370 funds opening new positions, 870 increasing their positions, 956 reducing their positions, and 142 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:

2.65% more ownership

Funds ownership: 78%80.65% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 870 | Existing positions reduced: 956

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.91B

Holders
2,446
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
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
TIM
2551
Tortoise Investment Management
New York
MFT
2552
Moisand Fitzgerald Tamayo
Florida
FFWM
2553
Future Financial Wealth Management
Ohio
EPW
2554
Evergreen Private Wealth
Colorado
NC
2555
North Capital
Utah
BCPWM
2556
Bradley & Co Private Wealth Management
Florida
JWM
2557
JPL Wealth Management
Colorado
CWM
2558
Crowley Wealth Management
Delaware
MSG
2559
Main Street Group
Virginia
TCM
2560
TruNorth Capital Management
Michigan
CIR
2561
Clear Investment Research
Georgia
KFP
2562
Keener Financial Planning
Texas
CTC
2563
Corundum Trust Company
South Dakota
PPA
2564
Painted Porch Advisors
California
PWA
2565
Provenance Wealth Advisors
Florida
RPA
2566
Redwood Park Advisors
California
CCM
2567
Cloud Capital Management
Washington
SFCL
2568
Strengthening Families & Communities LLC
Massachusetts
FGAM
2569
Financial Gravity Asset Management
Texas
WAM
2570
Wolverine Asset Management
Illinois
HHGA
2571
Halbert Hargrove Global Advisors
California
GFWA
2572
Grey Fox Wealth Advisors
Delaware
MSWA
2573
Marshall & Sterling Wealth Advisors
New York
SWP
2574
SIMA Wealth Partners
Virginia
GPI
2575
General Partner Inc
Pennsylvania