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Bristol-Myers Squibb

2,407 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, 861 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: 861 | Existing positions reduced: 950

30% less call options, than puts

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

Holders
2,407
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
CCWM
1526
Cassaday & Co Wealth Management
Virginia
$473K
IRC
1527
Investors Research Corp
Georgia
$472K
CMP
1528
Christine Messmer PC
Pennsylvania
$472K
AWA
1529
Arete Wealth Advisors
Illinois
$472K
ITFISA
1530
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$472K
BST
1531
Bath Savings Trust
Maine
$472K
WDG
1532
Wealth Dimensions Group
Ohio
$471K
AWA
1533
Acorn Wealth Advisors
Michigan
$469K
PIA
1534
Powell Investment Advisors
Florida
$467K
FFC
1535
First Financial Corp
Indiana
$466K
SIC
1536
Shoker Investment Counsel
Ohio
$466K
AO
1537
Advisor OS
Illinois
$465K
E
1538
Evansbrook
Illinois
$462K
MW
1539
Marble Wealth
Alabama
$462K
MCM
1540
Marathon Capital Management
Maryland
$462K
ISFAN
1541
Investor's Fiduciary Advisor Network
Washington
$461K
LPT
1542
Legacy Private Trust
Wisconsin
$460K
AFM
1543
Abbot Financial Management
Massachusetts
$459K
LWCFA
1544
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$458K
CIC
1545
Crawford Investment Counsel
Georgia
$458K
CFS
1546
Commonwealth Financial Services
West Virginia
$457K
SFA
1547
Souders Financial Advisors
Ohio
$457K
FB
1548
Fulton Bank
Pennsylvania
$456K
FIB
1549
First Interstate Bank
Montana
$455K
PCM
1550
Perkins Capital Management
Minnesota
$455K