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Bristol-Myers Squibb

2,422 hedge funds and large institutions have $88.4B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 865 increasing their positions, 953 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: 77.91%80.53% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 865 | Existing positions reduced: 953

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.91B

Holders
2,422
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
LGWM
1626
Litman Gregory Wealth Management
California
$407K
BB
1627
Burford Brothers
Texas
$406K
FFP
1628
FourThought Financial Partners
Florida
$405K
BIAS
1629
Beacon Investment Advisory Services
New Jersey
$404K
SWA
1630
Sax Wealth Advisors
New Jersey
$404K
GIA
1631
GHP Investment Advisors
Colorado
$403K
AWA
1632
Alta Wealth Advisors
Massachusetts
$403K
AWM
1633
Arista Wealth Management
Nevada
$403K
MK
1634
MASTERINVEST Kapitalanlage
$402K
MFG
1635
Magnus Financial Group
New York
$402K
FWP
1636
Falcon Wealth Planning
California
$402K
AWP
1637
Abacus Wealth Partners
California
$399K
CSB
1638
City State Bank
Iowa
$398K
CT
1639
Coastline Trust
Rhode Island
$398K
KFA
1640
Krane Funds Advisors
New York
$398K
KFGK
1641
Keystone Financial Group (Kentucky)
Kentucky
$397K
CAL
1642
Capital Analysts LLC
Pennsylvania
$397K
LIA
1643
LBMC Investment Advisors
Tennessee
$397K
BOPW
1644
Brandywine Oak Private Wealth
Pennsylvania
$396K
BMA
1645
Brooks Moore & Associates
Tennessee
$395K
SAW
1646
Signal Advisors Wealth
Michigan
$394K
ACM
1647
Allred Capital Management
Texas
$394K
KWS
1648
Keystone Wealth Services
California
$394K
Empower Advisory Group
1649
Empower Advisory Group
Colorado
$393K
LA
1650
Legacy Advisors
Pennsylvania
$393K