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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
LA
1501
LVW Advisors
New York
$498K
HW
1502
HORAN Wealth
Ohio
$498K
VI
1503
Versor Investments
New York
$497K
EA
1504
Everpar Advisors
Oklahoma
$496K
FNBSF
1505
First National Bank Sioux Falls
South Dakota
$496K
LBC
1506
Leigh Baldwin & Co
New York
$495K
SW
1507
Simplicity Wealth
New Jersey
$494K
HNB
1508
Hilltop National Bank
Wyoming
$493K
OF
1509
Optimize Financial
California
$493K
HL
1510
HeadInvest LLC
Maine
$491K
PWA
1511
Pitcairn Wealth Advisors
Pennsylvania
$491K
BFA
1512
Beaumont Financial Advisors
Massachusetts
$490K
CCA
1513
Checchi Capital Advisers
California
$490K
NSAM
1514
North Star Asset Management
Wisconsin
$490K
TBT
1515
Texas Bank & Trust
Texas
$490K
BMC
1516
Benin Management Corp
Connecticut
$489K
AFM
1517
Armstrong Fleming & Moore
District of Columbia
$486K
CWP
1518
Cyndeo Wealth Partners
Florida
$486K
EI
1519
Ellevest Inc
New York
$485K
CC
1520
Cornerstone Capital
California
$485K
WFS
1521
Widmann Financial Services
Maryland
$484K
PGF
1522
Plan Group Financial
Oklahoma
$483K
MMM
1523
Mendel Money Management
Illinois
$483K
PWM
1524
Pursuit Wealth Management
Florida
$483K
FSA
1525
Franklin Street Advisors
North Carolina
$483K