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