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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
PWP
1326
Principle Wealth Partners
Connecticut
$673K
IP
1327
Investment Partners
Ohio
$673K
CCA
1328
Childress Capital Advisors
Texas
$668K
OBWG
1329
Onyx Bridge Wealth Group
New York
$667K
SFM
1330
Signet Financial Management
New Jersey
$667K
RIA
1331
Regal Investment Advisors
Michigan
$662K
MBT
1332
Montecito Bank & Trust
California
$661K
CFG
1333
Capital Financial Group
Colorado
$660K
LOWM
1334
Laurel Oak Wealth Management
New Jersey
$660K
LCM
1335
LVM Capital Management
Michigan
$659K
JSW
1336
Journey Strategic Wealth
New Jersey
$659K
SW
1337
SlateStone Wealth
Florida
$658K
CGIM
1338
Capital Group Investment Management
Singapore
$658K
TCMG
1339
TSP Capital Management Group
New Jersey
$657K
FSA
1340
Fort Sheridan Advisors
Illinois
$656K
TSW
1341
Thompson Siegel & Walmsley
Virginia
$656K
3IP
1342
3Chopt Investment Partners
Virginia
$655K
SFC
1343
SYM Financial Corp
Indiana
$654K
SSW
1344
Stone Summit Wealth
Florida
$653K
FWP
1345
FAS Wealth Partners
Kansas
$652K
ITIM
1346
Indiana Trust & Investment Management
Indiana
$652K
LF
1347
Lantz Financial
Illinois
$649K
QPWM
1348
Quadrant Private Wealth Management
Pennsylvania
$642K
DTC
1349
Davidson Trust Company
Washington
$641K
BHBT
1350
Burke & Herbert Bank & Trust
Virginia
$639K