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Bristol-Myers Squibb

2,407 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 350 funds opening new positions, 861 increasing their positions, 950 reducing their positions, and 140 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:

2.72% more ownership

Funds ownership: 77.8%80.52% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 861 | Existing positions reduced: 950

30% less call options, than puts

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

Holders
2,407
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
IA
701
IFP Advisors
Florida
$2.67M
IWM
702
IHT Wealth Management
Illinois
$2.65M
TA
703
Townsend & Associates
Colorado
$2.65M
RCA
704
Resonant Capital Advisors
Wisconsin
$2.64M
RIL
705
Rothschild Investment LLC
Illinois
$2.62M
ES
706
Element Squared
Minnesota
$2.61M
DIA
707
Dana Investment Advisors
Wisconsin
$2.6M
AAP
708
Arax Advisory Partners
Colorado
$2.58M
MCP
709
Mirador Capital Partners
California
$2.58M
CRWM
710
Castle Rock Wealth Management
California
$2.58M
CK
711
Cohen Klingenstein
New York
$2.57M
WWA
712
WCG Wealth Advisors
Nevada
$2.56M
HAG
713
HighPoint Advisor Group
Illinois
$2.56M
SCP
714
Sivia Capital Partners
California
$2.55M
LWP
715
LMG Wealth Partners
Louisiana
$2.54M
TC
716
Trust Company
Kansas
$2.54M
CCP
717
Clarkston Capital Partners
Michigan
$2.53M
ISB
718
Iowa State Bank
Iowa
$2.52M
FWCM
719
Ferguson Wellman Capital Management
Oregon
$2.51M
VSQM
720
V-Square Quantitative Management
Illinois
$2.5M
MCM
721
Mill Capital Management
North Carolina
$2.5M
GIA
722
Guyasuta Investment Advisors
Pennsylvania
$2.48M
EWA
723
Exit Wealth Advisors
Georgia
$2.48M
IMC Chicago
724
IMC Chicago
Illinois
$2.48M
KWM
725
Kingsview Wealth Management
Oregon
$2.47M