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Bristol-Myers Squibb

2,422 hedge funds and large institutions have $88.4B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 865 increasing their positions, 953 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: 77.91%80.53% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 865 | Existing positions reduced: 953

30% less call options, than puts

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

Holders
2,422
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
OF
1501
Optimize Financial
California
$493K
HL
1502
HeadInvest LLC
Maine
$491K
PWA
1503
Pitcairn Wealth Advisors
Pennsylvania
$491K
BFA
1504
Beaumont Financial Advisors
Massachusetts
$490K
CCA
1505
Checchi Capital Advisers
California
$490K
NSAM
1506
North Star Asset Management
Wisconsin
$490K
TBT
1507
Texas Bank & Trust
Texas
$490K
BMC
1508
Benin Management Corp
Connecticut
$489K
AFM
1509
Armstrong Fleming & Moore
District of Columbia
$486K
CWP
1510
Cyndeo Wealth Partners
Florida
$486K
EI
1511
Ellevest Inc
New York
$485K
CC
1512
Cornerstone Capital
California
$485K
WFS
1513
Widmann Financial Services
Maryland
$484K
PGF
1514
Plan Group Financial
Oklahoma
$483K
MMM
1515
Mendel Money Management
Illinois
$483K
PWM
1516
Pursuit Wealth Management
Florida
$483K
FSA
1517
Franklin Street Advisors
North Carolina
$483K
LAM
1518
LECAP Asset Management
United Kingdom
$483K
VCAM
1519
Van Cleef Asset Management
Ohio
$482K
VCWA
1520
Vanguard Capital Wealth Advisors
Colorado
$481K
FMB
1521
Field & Main Bank
Kentucky
$480K
BP
1522
BBR Partners
New York
$480K
BAAM
1523
Baker Avenue Asset Management
California
$479K
AMIM
1524
Aull & Monroe Investment Management
Alabama
$479K
LCM
1525
LCM Capital Management
Illinois
$477K