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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
EWA
1051
Exencial Wealth Advisors
Oklahoma
$1.15M
CWP
1052
Concord Wealth Partners
Virginia
$1.15M
CPA
1053
Capital Performance Advisors
California
$1.14M
SIC
1054
Salem Investment Counselors
North Carolina
$1.14M
IF
1055
Intrua Financial
Texas
$1.14M
SC
1056
Schulhoff & Co
Ohio
$1.13M
OCBCO
1057
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.13M
JSSH
1058
J. Safra Sarasin Holding
$1.13M
KIA
1059
KCM Investment Advisors
California
$1.13M
VF
1060
Virtu Financial
New York
$1.13M
FIA
1061
Foundations Investment Advisors
Arizona
$1.12M
AWM
1062
Angeles Wealth Management
California
$1.12M
ET
1063
Equitable Trust
Tennessee
$1.12M
CHAM
1064
Clear Harbor Asset Management
Connecticut
$1.12M
DW30
1065
Drucker Wealth 3.0
New Jersey
$1.12M
MGI
1066
Miller Global Investments
Texas
$1.11M
LCGC
1067
Legacy Capital Group California
California
$1.11M
AG
1068
Ascent Group
Virginia
$1.11M
CSA
1069
Cornerstone Select Advisors
Missouri
$1.11M
PMG
1070
Private Management Group
California
$1.11M
ERIC
1071
Eagle Rock Investment Company
Georgia
$1.11M
JTWM
1072
Jackson Thornton Wealth Management
Alabama
$1.1M
CD
1073
Chapin Davis
Maryland
$1.1M
WF
1074
WinCap Financial
Massachusetts
$1.1M
IFWM
1075
Institute for Wealth Management
Colorado
$1.1M