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Bristol-Myers Squibb

2,422 hedge funds and large institutions have $88.4B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 865 increasing their positions, 953 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: 77.91%80.53% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 865 | Existing positions reduced: 953

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.91B

Holders
2,422
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
HCG
1776
Haven Capital Group
California
$325K
MA
1777
MBA Advisors
Pennsylvania
$325K
WKWM
1778
Walter & Keenan Wealth Management
Indiana
$325K
TF
1779
Trek Financial
Arizona
$324K
Cohen & Steers
1780
Cohen & Steers
New York
$324K
RC
1781
Rexford Capital
Texas
$324K
TWA
1782
Trace Wealth Advisors
California
$324K
GWM
1783
Greenwich Wealth Management
Connecticut
$322K
SP
1784
Symmetry Partners
Connecticut
$322K
SA
1785
Sovran Advisors
California
$321K
RPGK
1786
Retirement Planning Group (Kansas)
Kansas
$320K
DP
1787
Denver PWM
Colorado
$319K
TC
1788
Trilogy Capital
California
$319K
WF
1789
WoodTrust Financial
Wisconsin
$319K
ES
1790
ETF Store
Kansas
$319K
SFS
1791
Solitude Financial Services
Virginia
$319K
TCG
1792
Transcendent Capital Group
Oklahoma
$318K
ML
1793
McAdam LLC
Pennsylvania
$318K
SCM
1794
Silvant Capital Management
Georgia
$318K
CHJWM
1795
Carlton Hofferkamp & Jenks Wealth Management
Texas
$317K
RMP
1796
Richards, Merrill & Peterson
Washington
$316K
OL
1797
OneFund LLC
Florida
$316K
WA
1798
Wealth Architects
California
$315K
VIP
1799
Vista Investment Partners
Oklahoma
$314K
FAT
1800
First American Trust
California
$314K