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Bristol-Myers Squibb

2,437 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 869 increasing their positions, 954 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:

2.71% more ownership

Funds ownership: 77.91%80.62% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 954

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.91B

Holders
2,437
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
ITIM
1351
Indiana Trust & Investment Management
Indiana
$652K
LF
1352
Lantz Financial
Illinois
$649K
QPWM
1353
Quadrant Private Wealth Management
Pennsylvania
$642K
DTC
1354
Davidson Trust Company
Washington
$641K
BHBT
1355
Burke & Herbert Bank & Trust
Virginia
$639K
NWM
1356
Northcape Wealth Management
New York
$637K
WPW
1357
Waldron Private Wealth
Pennsylvania
$636K
DWM
1358
Diversify Wealth Management
Utah
$635K
KCM
1359
KRS Capital Management
Michigan
$635K
QWM
1360
Quadcap Wealth Management
Texas
$634K
IPW
1361
Impact Partnership Wealth
Georgia
$633K
S
1362
Steadtrust
Texas
$633K
AP
1363
Atwood & Palmer
Missouri
$633K
WG
1364
Welch Group
Alabama
$632K
OC
1365
Opinicus Capital
Florida
$631K
PCC
1366
Park Circle Company
Maryland
$631K
FWM
1367
Forteris Wealth Management
New York
$631K
KRW
1368
Kaufman Rossin Wealth
Florida
$629K
AA
1369
Apriem Advisors
California
$628K
AWA
1370
Argos Wealth Advisors
California
$626K
CPW
1371
Cove Private Wealth
New York
$624K
CC
1372
Chicago Capital
Illinois
$624K
CGL
1373
Clarius Group LLC
Washington
$621K
RPCONE
1374
Retirement Planning Company of New England
Rhode Island
$621K
SFWA
1375
Summit Financial Wealth Advisors
Louisiana
$620K