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Bristol-Myers Squibb

2,409 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, 862 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: 862 | Existing positions reduced: 950

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.9B

Holders
2,409
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
JMFC
1476
J.M. Forbes & Co
Massachusetts
$511K
CIA
1477
Cohen Investment Advisors
New Hampshire
$510K
IF
1478
Ironwood Financial
Arizona
$509K
DE
1479
Diversified Enterprises
Delaware
$509K
SP
1480
Stonebrook Private
Michigan
$506K
CIAS
1481
CFS Investment Advisory Services
New Jersey
$503K
HIA
1482
Harbor Investment Advisory
Maryland
$503K
JF
1483
Jump Financial
Illinois
$503K
IPAM
1484
Investment Partners Asset Management
New Jersey
$501K
FA
1485
Fiduciary Alliance
South Carolina
$501K
CFP
1486
Catalyst Financial Partners
Massachusetts
$501K
AA
1487
Advisory Alpha
Michigan
$500K
LA
1488
LVW Advisors
New York
$498K
HW
1489
HORAN Wealth
Ohio
$498K
VI
1490
Versor Investments
New York
$497K
EA
1491
Everpar Advisors
Oklahoma
$496K
FNBSF
1492
First National Bank Sioux Falls
South Dakota
$496K
LBC
1493
Leigh Baldwin & Co
New York
$495K
SW
1494
Simplicity Wealth
New Jersey
$494K
HNB
1495
Hilltop National Bank
Wyoming
$493K
OF
1496
Optimize Financial
California
$493K
HL
1497
HeadInvest LLC
Maine
$491K
PWA
1498
Pitcairn Wealth Advisors
Pennsylvania
$491K
BFA
1499
Beaumont Financial Advisors
Massachusetts
$490K
CCA
1500
Checchi Capital Advisers
California
$490K