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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
OBWG
1326
Onyx Bridge Wealth Group
New York
$667K
SFM
1327
Signet Financial Management
New Jersey
$667K
RIA
1328
Regal Investment Advisors
Michigan
$662K
MBT
1329
Montecito Bank & Trust
California
$661K
CFG
1330
Capital Financial Group
Colorado
$660K
LOWM
1331
Laurel Oak Wealth Management
New Jersey
$660K
LCM
1332
LVM Capital Management
Michigan
$659K
JSW
1333
Journey Strategic Wealth
New Jersey
$659K
SW
1334
SlateStone Wealth
Florida
$658K
CGIM
1335
Capital Group Investment Management
Singapore
$658K
TCMG
1336
TSP Capital Management Group
New Jersey
$657K
FSA
1337
Fort Sheridan Advisors
Illinois
$656K
TSW
1338
Thompson Siegel & Walmsley
Virginia
$656K
3IP
1339
3Chopt Investment Partners
Virginia
$655K
SFC
1340
SYM Financial Corp
Indiana
$654K
SSW
1341
Stone Summit Wealth
Florida
$653K
FWP
1342
FAS Wealth Partners
Kansas
$652K
ITIM
1343
Indiana Trust & Investment Management
Indiana
$652K
LF
1344
Lantz Financial
Illinois
$649K
QPWM
1345
Quadrant Private Wealth Management
Pennsylvania
$642K
DTC
1346
Davidson Trust Company
Washington
$641K
BHBT
1347
Burke & Herbert Bank & Trust
Virginia
$639K
NWM
1348
Northcape Wealth Management
New York
$637K
WPW
1349
Waldron Private Wealth
Pennsylvania
$636K
DWM
1350
Diversify Wealth Management
Utah
$635K