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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
MMG
1301
Monetary Management Group
Missouri
$696K
AC
1302
Avestar Capital
New York
$694K
SFG
1303
Sovereign Financial Group
Connecticut
$694K
HWAM
1304
Hennion & Walsh Asset Management
New Jersey
$691K
CFG
1305
Cooper Financial Group
California
$691K
NWM
1306
Northwest Wealth Management
Iowa
$689K
BCI
1307
Blue Capital Inc
Nebraska
$688K
BTW
1308
Boston Trust Walden
Massachusetts
$685K
DIP
1309
Davis Investment Partners
North Carolina
$684K
SF
1310
Symphony Financial
Texas
$683K
RIA
1311
Richwood Investment Advisors
Ohio
$682K
LWAM
1312
Legacy Wealth Asset Management
Minnesota
$681K
UCI
1313
Uncommon Cents Investing
Wisconsin
$680K
WPC
1314
Waters Parkerson & Co
Louisiana
$680K
APW
1315
Axim Planning & Wealth
Ohio
$680K
KWM
1316
Keebeck Wealth Management
Illinois
$680K
DAS
1317
Diversify Advisory Services
Utah
$679K
OFS
1318
OneAscent Financial Services
Alabama
$678K
PFS
1319
Physicians Financial Services
North Carolina
$678K
GIM
1320
Gold Investment Management
Alberta, Canada
$677K
WSCM
1321
Wellington Shields Capital Management
New York
$674K
CA
1322
Callahan Advisors
Texas
$674K
PWP
1323
Principle Wealth Partners
Connecticut
$673K
IP
1324
Investment Partners
Ohio
$673K
CCA
1325
Childress Capital Advisors
Texas
$668K