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Bristol-Myers Squibb

2,409 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 350 funds opening new positions, 862 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: 862 | Existing positions reduced: 950

30% less call options, than puts

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

Holders
2,409
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
SL
1701
Summitry LLC
California
$357K
NFP
1702
Narus Financial Partners
Utah
$357K
WIM
1703
Westside Investment Management
California
$357K
OIS
1704
OneAscent Investment Solutions
Alabama
$356K
TCP
1705
TMB Capital Partners
Arkansas
$356K
CDDEC
1706
Caisse Des Depots Et Consignations
France
$355K
SWIM
1707
Smallwood Wealth Investment Management
New Jersey
$355K
AWM
1708
Accurate Wealth Management
Florida
$355K
RCI
1709
RS Crum Inc
California
$354K
WC
1710
Waterloo Capital
Texas
$354K
JGIA
1711
Jackson Grant Investment Advisers
Connecticut
$354K
RDFA
1712
Ritter Daniher Financial Advisory
Ohio
$354K
PP
1713
PDS Planning
Ohio
$353K
MA
1714
MKT Advisors
California
$352K
FTC
1715
Farmers Trust Company
Ohio
$350K
CWM
1716
Chesapeake Wealth Management
Virginia
$349K
CFO
1717
Cambient Family Office
Michigan
$349K
AP
1718
Anchyra Partners
Georgia
$348K
MYIA
1719
Mount Yale Investment Advisors
Colorado
$348K
MAM
1720
McLaughlin Asset Management
Illinois
$348K
CWP
1721
Core Wealth Partners
California
$347K
NAS
1722
NWF Advisory Services
California
$345K
NG
1723
Novem Group
New York
$345K
PWPS
1724
Pinnacle Wealth Planning Services
Ohio
$345K
AFW
1725
Avantra Family Wealth
Pennsylvania
$344K