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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
FFA
1601
Founders Financial Alliance
North Carolina
$421K
SLI
1602
Sumitomo Life Insurance
Japan
$419K
CA
1603
Crewe Advisors
Utah
$418K
KFI
1604
Key Financial Inc
Pennsylvania
$418K
AA
1605
Alta Advisers
United Kingdom
$418K
NA
1606
Nautilus Advisors
California
$417K
BC
1607
Broadwater Capital
Massachusetts
$417K
HWMO
1608
Heritage Wealth Management (Ohio)
Ohio
$416K
DS
1609
DRW Securities
Illinois
$416K
MFA
1610
Mayflower Financial Advisors
Massachusetts
$415K
OAM
1611
Occidental Asset Management
California
$415K
DWAM
1612
Duncan Williams Asset Management
Tennessee
$413K
GPWM
1613
Grant Private Wealth Management
California
$412K
NG
1614
Northstar Group
New York
$411K
AFG
1615
Allegheny Financial Group
Pennsylvania
$411K
SRA
1616
Secured Retirement Advisors
Minnesota
$410K
AF
1617
Atala Financial
California
$410K
DBIA
1618
Dumont & Blake Investment Advisors
New Jersey
$408K
FAM
1619
Formidable Asset Management
Ohio
$407K
LGWM
1620
Litman Gregory Wealth Management
California
$407K
BB
1621
Burford Brothers
Texas
$406K
FFP
1622
FourThought Financial Partners
Florida
$405K
BIAS
1623
Beacon Investment Advisory Services
New Jersey
$404K
SWA
1624
Sax Wealth Advisors
New Jersey
$404K
GIA
1625
GHP Investment Advisors
Colorado
$403K