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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
NWM
1351
Northcape Wealth Management
New York
$637K
WPW
1352
Waldron Private Wealth
Pennsylvania
$636K
DWM
1353
Diversify Wealth Management
Utah
$635K
KCM
1354
KRS Capital Management
Michigan
$635K
QWM
1355
Quadcap Wealth Management
Texas
$634K
IPW
1356
Impact Partnership Wealth
Georgia
$633K
S
1357
Steadtrust
Texas
$633K
AP
1358
Atwood & Palmer
Missouri
$633K
WG
1359
Welch Group
Alabama
$632K
OC
1360
Opinicus Capital
Florida
$631K
PCC
1361
Park Circle Company
Maryland
$631K
FWM
1362
Forteris Wealth Management
New York
$631K
KRW
1363
Kaufman Rossin Wealth
Florida
$629K
AA
1364
Apriem Advisors
California
$628K
AWA
1365
Argos Wealth Advisors
California
$626K
CPW
1366
Cove Private Wealth
New York
$624K
CC
1367
Chicago Capital
Illinois
$624K
CGL
1368
Clarius Group LLC
Washington
$621K
RPCONE
1369
Retirement Planning Company of New England
Rhode Island
$621K
SFWA
1370
Summit Financial Wealth Advisors
Louisiana
$620K
HFM
1371
Hartford Financial Management
Connecticut
$619K
SAM
1372
Sagewood Asset Management
New York
$619K
BFO
1373
Biltmore Family Office
North Carolina
$613K
AIM
1374
Anchor Investment Management
South Carolina
$610K
LAM
1375
Lewis Asset Management
California
$609K