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Bristol-Myers Squibb

2,418 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 864 increasing their positions, 952 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: 77.89%80.52% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 952

30% less call options, than puts

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

Holders
2,418
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
IP
1426
Indivisible Partners
Florida
$560K
WP
1427
Westmount Partners
California
$559K
KCM
1428
Kathmere Capital Management
Pennsylvania
$555K
FFA
1429
Fi3 Financial Advisors
Indiana
$554K
AA
1430
Armis Advisers
Georgia
$553K
KTC
1431
Kentucky Trust Company
Kentucky
$552K
AG
1432
AmeriFlex Group
Nevada
$552K
TPWA
1433
TRUE Private Wealth Advisors
Oregon
$552K
IAMOG
1434
Investors Asset Management of Georgia
Georgia
$552K
TCM
1435
Traub Capital Management
Massachusetts
$552K
HDA
1436
Harold Davidson & Associates
California
$550K
LSA
1437
Lansing Street Advisors
Pennsylvania
$550K
SAM
1438
Secure Asset Management
Michigan
$549K
KP
1439
Keel Point
Alabama
$548K
BWM
1440
BankPlus Wealth Management
Mississippi
$548K
OC
1441
Oakworth Capital
Alabama
$547K
NPA
1442
Nichols & Pratt Advisers
Massachusetts
$547K
BBI
1443
Baxter Bros Inc
Connecticut
$546K
TTIC
1444
Tower Trust & Investment Company
Iowa
$546K
WIM
1445
WealthPlan Investment Management
Nebraska
$546K
BCB
1446
Brian C. Broderick
$546K
CCFCSB
1447
Cape Cod Five Cents Savings Bank
Massachusetts
$545K
GD
1448
Grandfield & Dodd
New York
$543K
WFM
1449
Wolff Financial Management
Michigan
$542K
BHC
1450
Bowen Hanes & Co
Florida
$542K