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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
KCM
1351
KRS Capital Management
Michigan
$635K
QWM
1352
Quadcap Wealth Management
Texas
$634K
IPW
1353
Impact Partnership Wealth
Georgia
$633K
S
1354
Steadtrust
Texas
$633K
AP
1355
Atwood & Palmer
Missouri
$633K
WG
1356
Welch Group
Alabama
$632K
OC
1357
Opinicus Capital
Florida
$631K
PCC
1358
Park Circle Company
Maryland
$631K
FWM
1359
Forteris Wealth Management
New York
$631K
KRW
1360
Kaufman Rossin Wealth
Florida
$629K
AA
1361
Apriem Advisors
California
$628K
AWA
1362
Argos Wealth Advisors
California
$626K
CPW
1363
Cove Private Wealth
New York
$624K
CC
1364
Chicago Capital
Illinois
$624K
CGL
1365
Clarius Group LLC
Washington
$621K
RPCONE
1366
Retirement Planning Company of New England
Rhode Island
$621K
SFWA
1367
Summit Financial Wealth Advisors
Louisiana
$620K
HFM
1368
Hartford Financial Management
Connecticut
$619K
SAM
1369
Sagewood Asset Management
New York
$619K
BFO
1370
Biltmore Family Office
North Carolina
$613K
AIM
1371
Anchor Investment Management
South Carolina
$610K
LAM
1372
Lewis Asset Management
California
$609K
IBOK
1373
Independence Bank of Kentucky
Kentucky
$609K
ORC
1374
O'Rourke & Company
Massachusetts
$609K
WCP
1375
Wick Capital Partners
Pennsylvania
$608K