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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
WC
1726
Waterloo Capital
Texas
$354K
JGIA
1727
Jackson Grant Investment Advisers
Connecticut
$354K
RDFA
1728
Ritter Daniher Financial Advisory
Ohio
$354K
PP
1729
PDS Planning
Ohio
$353K
MA
1730
MKT Advisors
California
$352K
FTC
1731
Farmers Trust Company
Ohio
$350K
CWM
1732
Chesapeake Wealth Management
Virginia
$349K
CFO
1733
Cambient Family Office
Michigan
$349K
AP
1734
Anchyra Partners
Georgia
$348K
MYIA
1735
Mount Yale Investment Advisors
Colorado
$348K
MAM
1736
McLaughlin Asset Management
Illinois
$348K
CWP
1737
Core Wealth Partners
California
$347K
NAS
1738
NWF Advisory Services
California
$345K
NG
1739
Novem Group
New York
$345K
PWPS
1740
Pinnacle Wealth Planning Services
Ohio
$345K
AFW
1741
Avantra Family Wealth
Pennsylvania
$344K
NECFA
1742
New England Capital Financial Advisors
Connecticut
$344K
KFA
1743
Kapstone Financial Advisors
Ohio
$344K
CAM
1744
Cozad Asset Management
Illinois
$343K
ABLA
1745
Alan B. Lancz & Associates
Ohio
$343K
TFG
1746
Tilson Financial Group
New Jersey
$342K
ASC
1747
Atalanta Sosnoff Capital
New York
$341K
HWM
1748
Hohimer Wealth Management
Washington
$340K
NP
1749
NorthRock Partners
Minnesota
$340K
EBA
1750
Eagle Bay Advisors
New York
$340K