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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
CIC
1476
Chilton Investment Company
Connecticut
$516K
SMA
1477
Sage Mountain Advisors
Georgia
$516K
AL
1478
Aspiriant LLC
California
$515K
JMFC
1479
J.M. Forbes & Co
Massachusetts
$511K
CIA
1480
Cohen Investment Advisors
New Hampshire
$510K
IF
1481
Ironwood Financial
Arizona
$509K
DE
1482
Diversified Enterprises
Delaware
$509K
SP
1483
Stonebrook Private
Michigan
$506K
CIAS
1484
CFS Investment Advisory Services
New Jersey
$503K
HIA
1485
Harbor Investment Advisory
Maryland
$503K
JF
1486
Jump Financial
Illinois
$503K
IPAM
1487
Investment Partners Asset Management
New Jersey
$501K
FA
1488
Fiduciary Alliance
South Carolina
$501K
CFP
1489
Catalyst Financial Partners
Massachusetts
$501K
AA
1490
Advisory Alpha
Michigan
$500K
LA
1491
LVW Advisors
New York
$498K
HW
1492
HORAN Wealth
Ohio
$498K
VI
1493
Versor Investments
New York
$497K
EA
1494
Everpar Advisors
Oklahoma
$496K
FNBSF
1495
First National Bank Sioux Falls
South Dakota
$496K
LBC
1496
Leigh Baldwin & Co
New York
$495K
SW
1497
Simplicity Wealth
New Jersey
$494K
HNB
1498
Hilltop National Bank
Wyoming
$493K
OF
1499
Optimize Financial
California
$493K
HL
1500
HeadInvest LLC
Maine
$491K