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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
SA
1776
Sovran Advisors
California
$321K
RPGK
1777
Retirement Planning Group (Kansas)
Kansas
$320K
DP
1778
Denver PWM
Colorado
$319K
TC
1779
Trilogy Capital
California
$319K
WF
1780
WoodTrust Financial
Wisconsin
$319K
ES
1781
ETF Store
Kansas
$319K
SFS
1782
Solitude Financial Services
Virginia
$319K
TCG
1783
Transcendent Capital Group
Oklahoma
$318K
ML
1784
McAdam LLC
Pennsylvania
$318K
SCM
1785
Silvant Capital Management
Georgia
$318K
CHJWM
1786
Carlton Hofferkamp & Jenks Wealth Management
Texas
$317K
RMP
1787
Richards, Merrill & Peterson
Washington
$316K
OL
1788
OneFund LLC
Florida
$316K
WA
1789
Wealth Architects
California
$315K
VIP
1790
Vista Investment Partners
Oklahoma
$314K
FAT
1791
First American Trust
California
$314K
TC
1792
TownSquare Capital
Utah
$314K
BTWM
1793
Baker Tilly Wealth Management
Wisconsin
$314K
UPS
1794
UHLMANN PRICE SECURITIES
Illinois
$313K
IGGA
1795
Iron Gate Global Advisors
Utah
$312K
BFC
1796
Bedel Financial Consulting
Indiana
$312K
SWM
1797
SHP Wealth Management
Massachusetts
$312K
BHIA
1798
Birch Hill Investment Advisors
Massachusetts
$312K
FCG
1799
Fielder Capital Group
Tennessee
$311K
DA
1800
Dash Acquisitions
California
$311K