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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
SLI
1601
Sumitomo Life Insurance
Japan
$419K
CA
1602
Crewe Advisors
Utah
$418K
KFI
1603
Key Financial Inc
Pennsylvania
$418K
AA
1604
Alta Advisers
United Kingdom
$418K
NA
1605
Nautilus Advisors
California
$417K
BC
1606
Broadwater Capital
Massachusetts
$417K
HWMO
1607
Heritage Wealth Management (Ohio)
Ohio
$416K
DS
1608
DRW Securities
Illinois
$416K
MFA
1609
Mayflower Financial Advisors
Massachusetts
$415K
OAM
1610
Occidental Asset Management
California
$415K
DWAM
1611
Duncan Williams Asset Management
Tennessee
$413K
GPWM
1612
Grant Private Wealth Management
California
$412K
NG
1613
Northstar Group
New York
$411K
AFG
1614
Allegheny Financial Group
Pennsylvania
$411K
SRA
1615
Secured Retirement Advisors
Minnesota
$410K
AF
1616
Atala Financial
California
$410K
DBIA
1617
Dumont & Blake Investment Advisors
New Jersey
$408K
FAM
1618
Formidable Asset Management
Ohio
$407K
LGWM
1619
Litman Gregory Wealth Management
California
$407K
BB
1620
Burford Brothers
Texas
$406K
FFP
1621
FourThought Financial Partners
Florida
$405K
BIAS
1622
Beacon Investment Advisory Services
New Jersey
$404K
SWA
1623
Sax Wealth Advisors
New Jersey
$404K
GIA
1624
GHP Investment Advisors
Colorado
$403K
AWA
1625
Alta Wealth Advisors
Massachusetts
$403K