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Bristol-Myers Squibb

2,437 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 869 increasing their positions, 954 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:

2.71% more ownership

Funds ownership: 77.91%80.62% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 954

30% less call options, than puts

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

Holders
2,437
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
OAM
1626
Occidental Asset Management
California
$415K
DWAM
1627
Duncan Williams Asset Management
Tennessee
$413K
GPWM
1628
Grant Private Wealth Management
California
$412K
NG
1629
Northstar Group
New York
$411K
AFG
1630
Allegheny Financial Group
Pennsylvania
$411K
SRA
1631
Secured Retirement Advisors
Minnesota
$410K
AF
1632
Atala Financial
California
$410K
DBIA
1633
Dumont & Blake Investment Advisors
New Jersey
$408K
FAM
1634
Formidable Asset Management
Ohio
$407K
LGWM
1635
Litman Gregory Wealth Management
California
$407K
BB
1636
Burford Brothers
Texas
$406K
FFP
1637
FourThought Financial Partners
Florida
$405K
BIAS
1638
Beacon Investment Advisory Services
New Jersey
$404K
SWA
1639
Sax Wealth Advisors
New Jersey
$404K
GIA
1640
GHP Investment Advisors
Colorado
$403K
AWA
1641
Alta Wealth Advisors
Massachusetts
$403K
AWM
1642
Arista Wealth Management
Nevada
$403K
MK
1643
MASTERINVEST Kapitalanlage
$402K
MFG
1644
Magnus Financial Group
New York
$402K
FWP
1645
Falcon Wealth Planning
California
$402K
AWP
1646
Abacus Wealth Partners
California
$399K
CSB
1647
City State Bank
Iowa
$398K
CT
1648
Coastline Trust
Rhode Island
$398K
KFA
1649
Krane Funds Advisors
New York
$398K
KFGK
1650
Keystone Financial Group (Kentucky)
Kentucky
$397K