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Bristol-Myers Squibb

2,406 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 349 funds opening new positions, 861 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: 861 | Existing positions reduced: 950

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.9B

Holders
2,406
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
WIM
1701
Westside Investment Management
California
$357K
OIS
1702
OneAscent Investment Solutions
Alabama
$356K
TCP
1703
TMB Capital Partners
Arkansas
$356K
CDDEC
1704
Caisse Des Depots Et Consignations
France
$355K
SWIM
1705
Smallwood Wealth Investment Management
New Jersey
$355K
AWM
1706
Accurate Wealth Management
Florida
$355K
RCI
1707
RS Crum Inc
California
$354K
WC
1708
Waterloo Capital
Texas
$354K
JGIA
1709
Jackson Grant Investment Advisers
Connecticut
$354K
RDFA
1710
Ritter Daniher Financial Advisory
Ohio
$354K
PP
1711
PDS Planning
Ohio
$353K
MA
1712
MKT Advisors
California
$352K
FTC
1713
Farmers Trust Company
Ohio
$350K
CWM
1714
Chesapeake Wealth Management
Virginia
$349K
CFO
1715
Cambient Family Office
Michigan
$349K
AP
1716
Anchyra Partners
Georgia
$348K
MYIA
1717
Mount Yale Investment Advisors
Colorado
$348K
MAM
1718
McLaughlin Asset Management
Illinois
$348K
CWP
1719
Core Wealth Partners
California
$347K
NAS
1720
NWF Advisory Services
California
$345K
NG
1721
Novem Group
New York
$345K
PWPS
1722
Pinnacle Wealth Planning Services
Ohio
$345K
AFW
1723
Avantra Family Wealth
Pennsylvania
$344K
NECFA
1724
New England Capital Financial Advisors
Connecticut
$344K
KFA
1725
Kapstone Financial Advisors
Ohio
$344K