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Bristol-Myers Squibb

2,437 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 869 increasing their positions, 954 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:

2.71% more ownership

Funds ownership: 77.91%80.62% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 954

30% less call options, than puts

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

Holders
2,437
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
IHL
1276
Investment House LLC
California
$748K
HI
1277
Harper Investing
California
$745K
CPCM
1278
Cardinal Point Capital Management
Ontario, Canada
$742K
KIM
1279
Kestra Investment Management
Texas
$739K
FWA
1280
FSM Wealth Advisors
Ohio
$736K
TWC
1281
TD Waterhouse Canada
Ontario, Canada
$731K
AIA
1282
Affinity Investment Advisors
California
$730K
MA
1283
MONECO Advisors
Connecticut
$729K
AB
1284
Atlas Brown
Kentucky
$727K
WDA
1285
Wendell David Associates
New Hampshire
$724K
CCWA
1286
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$724K
GWM
1287
Gibbs Wealth Management
Georgia
$723K
MCM
1288
Manchester Capital Management
Vermont
$723K
ACI
1289
Alpha Cubed Investments
California
$722K
CPBTD
1290
Central Pacific Bank - Trust Division
Hawaii
$720K
BPCE
1291
Bank Pictet & Cie (Europe)
Germany
$720K
A
1292
AlphaQuest
New York
$719K
SS
1293
Sunbelt Securities
Texas
$718K
SC
1294
Syon Capital
California
$718K
SIA
1295
Soltis Investment Advisors
Utah
$717K
APW
1296
Aventura Private Wealth
Florida
$717K
CWG
1297
Cornerstone Wealth Group
North Carolina
$713K
MWC
1298
MBM Wealth Consultants
Missouri
$712K
WC
1299
Whitney & Co
New York
$709K
IRP
1300
Investment Research Partners
Pennsylvania
$708K