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Bristol-Myers Squibb

2,422 hedge funds and large institutions have $88.4B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 865 increasing their positions, 953 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: 77.91%80.53% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 865 | Existing positions reduced: 953

30% less call options, than puts

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

Holders
2,422
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
FRA
701
Frank Rimerman Advisors
California
$2.67M
IA
702
IFP Advisors
Florida
$2.67M
IWM
703
IHT Wealth Management
Illinois
$2.65M
TA
704
Townsend & Associates
Colorado
$2.65M
RCA
705
Resonant Capital Advisors
Wisconsin
$2.64M
RIL
706
Rothschild Investment LLC
Illinois
$2.62M
ES
707
Element Squared
Minnesota
$2.61M
DIA
708
Dana Investment Advisors
Wisconsin
$2.6M
AAP
709
Arax Advisory Partners
Colorado
$2.58M
MCP
710
Mirador Capital Partners
California
$2.58M
CRWM
711
Castle Rock Wealth Management
California
$2.58M
CK
712
Cohen Klingenstein
New York
$2.57M
WWA
713
WCG Wealth Advisors
Nevada
$2.56M
HAG
714
HighPoint Advisor Group
Illinois
$2.56M
SCP
715
Sivia Capital Partners
California
$2.55M
LWP
716
LMG Wealth Partners
Louisiana
$2.54M
TC
717
Trust Company
Kansas
$2.54M
CCP
718
Clarkston Capital Partners
Michigan
$2.53M
ISB
719
Iowa State Bank
Iowa
$2.52M
FWCM
720
Ferguson Wellman Capital Management
Oregon
$2.51M
VSQM
721
V-Square Quantitative Management
Illinois
$2.5M
MCM
722
Mill Capital Management
North Carolina
$2.5M
GIA
723
Guyasuta Investment Advisors
Pennsylvania
$2.48M
EWA
724
Exit Wealth Advisors
Georgia
$2.48M
IMC Chicago
725
IMC Chicago
Illinois
$2.48M