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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
IWP
1676
Innova Wealth Partners
Pennsylvania
$376K
SLP
1677
Storen Legacy Partners
Indiana
$374K
EFSCE
1678
Enterprise Financial Services Corp (EFSC)
Missouri
$373K
RWB
1679
RMR Wealth Builders
New Jersey
$373K
HT
1680
Heritage Trust
Oklahoma
$372K
SOS
1681
Silver Oak Securities
Tennessee
$371K
CCA
1682
Cypress Capital Advisors
Tennessee
$371K
IAS
1683
IMA Advisory Services
Colorado
$370K
CB
1684
CNB Bank
Pennsylvania
$370K
MG
1685
Marex Group
$370K
BFC
1686
Blue Fin Capital
Rhode Island
$370K
SI
1687
Severin Investments
Missouri
$369K
KIC
1688
Keating Investment Counselors
Florida
$369K
MAM
1689
McLean Asset Management
Virginia
$369K
ZBNA
1690
Zions Bancorporation, National Association
Utah
$368K
SP
1691
Saranac Partners
$367K
SWM
1692
Silverlake Wealth Management
Vermont
$367K
FPCP
1693
Fort Point Capital Partners
California
$366K
PNFSL
1694
PW Nova Financial Services LLC
Pennsylvania
$366K
VBCG
1695
Valley Brook Capital Group
Pennsylvania
$365K
MWA
1696
Midland Wealth Advisors
Illinois
$363K
MHC
1697
May Hill Capital
Massachusetts
$362K
CA
1698
Calton & Associates
Florida
$362K
WIC
1699
Wilkins Investment Counsel
Massachusetts
$361K
VA
1700
Valmark Advisers
Ohio
$360K