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