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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
CT
1526
Colonial Trust
South Carolina
$475K
MCA
1527
MSH Capital Advisors
Arizona
$475K
AAS
1528
Ameritas Advisory Services
Nebraska
$473K
TCWA
1529
Turtle Creek Wealth Advisors
Texas
$473K
CCWM
1530
Cassaday & Co Wealth Management
Virginia
$473K
IRC
1531
Investors Research Corp
Georgia
$472K
CMP
1532
Christine Messmer PC
Pennsylvania
$472K
AWA
1533
Arete Wealth Advisors
Illinois
$472K
ITFISA
1534
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$472K
BST
1535
Bath Savings Trust
Maine
$472K
WDG
1536
Wealth Dimensions Group
Ohio
$471K
AWA
1537
Acorn Wealth Advisors
Michigan
$469K
PIA
1538
Powell Investment Advisors
Florida
$467K
FFC
1539
First Financial Corp
Indiana
$466K
SIC
1540
Shoker Investment Counsel
Ohio
$466K
AO
1541
Advisor OS
Illinois
$465K
E
1542
Evansbrook
Illinois
$462K
MW
1543
Marble Wealth
Alabama
$462K
MCM
1544
Marathon Capital Management
Maryland
$462K
ISFAN
1545
Investor's Fiduciary Advisor Network
Washington
$461K
LPT
1546
Legacy Private Trust
Wisconsin
$460K
AFM
1547
Abbot Financial Management
Massachusetts
$459K
LWCFA
1548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$458K
CIC
1549
Crawford Investment Counsel
Georgia
$458K
CFS
1550
Commonwealth Financial Services
West Virginia
$457K