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Bristol-Myers Squibb

2,407 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, 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
2,407
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
CA
1751
Cornerstone Advisory
Maryland
$330K
SAM
1752
Summit Asset Management
Tennessee
$330K
TAM
1753
Tucker Asset Management
Colorado
$329K
SB
1754
Strategic Blueprint
Georgia
$329K
OWM
1755
OneAscent Wealth Management
Alabama
$329K
JSA
1756
Jim Saulnier & Associates
Colorado
$328K
PWM
1757
Palacios Wealth Management
Florida
$327K
SM
1758
Salzhauer Michael
$326K
ISS
1759
Intesa Sanpaolo SpA.
Italy
$326K
AWMM
1760
Aegis Wealth Management (Maryland)
Maryland
$326K
IIL
1761
Income Insurance Ltd
$326K
FBT
1762
First Bank & Trust
South Dakota
$326K
IIM
1763
Ironwood Investment Management
Massachusetts
$326K
PRTG
1764
Post Resch Tallon Group
New York
$326K
HCG
1765
Haven Capital Group
California
$325K
MA
1766
MBA Advisors
Pennsylvania
$325K
WKWM
1767
Walter & Keenan Wealth Management
Indiana
$325K
TF
1768
Trek Financial
Arizona
$324K
Cohen & Steers
1769
Cohen & Steers
New York
$324K
RC
1770
Rexford Capital
Texas
$324K
TWA
1771
Trace Wealth Advisors
California
$324K
GWM
1772
Greenwich Wealth Management
Connecticut
$322K
SP
1773
Symmetry Partners
Connecticut
$322K
SA
1774
Sovran Advisors
California
$321K
RPGK
1775
Retirement Planning Group (Kansas)
Kansas
$320K