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