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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
W
1801
Wealthquest
Ohio
$311K
JJBC
1802
James J. Burns & Company
New York
$310K
RWA
1803
River Wealth Advisors
Pennsylvania
$310K
MEG
1804
Millstone Evans Group
Colorado
$310K
APG
1805
Abacus Planning Group
South Carolina
$309K
RCA
1806
Ranch Capital Advisors
Florida
$309K
NB
1807
Northwest Bancshares
Pennsylvania
$309K
B
1808
Bailard
California
$309K
CPSAC
1809
Chas P. Smith & Associates (CPS)
Florida
$308K
SRC
1810
Shufro Rose & Co
New York
$307K
CCA
1811
Cravens & Co Advisors
Tennessee
$307K
OCPWS
1812
One Charles Private Wealth Services
Massachusetts
$307K
LI
1813
LMCG Investments
Massachusetts
$306K
BHPW
1814
Beverly Hills Private Wealth
California
$306K
OBGC
1815
O'Brien Greene & Co
Pennsylvania
$305K
ZF
1816
Zhang Financial
Michigan
$305K
MFWP
1817
Mosaic Family Wealth Partners
Missouri
$304K
FS
1818
Ferguson Shapiro
Georgia
$303K
JC
1819
JB Capital
Connecticut
$303K
PIMG
1820
Patriot Investment Management Group
Tennessee
$302K
PWP
1821
Private Wealth Partners
California
$302K
LWM
1822
Lyell Wealth Management
California
$302K
CSPIA
1823
Cary Street Partners Investment Advisory
Virginia
$301K
AWM
1824
Aberdeen Wealth Management
Illinois
$301K
MAWA
1825
Moss Adams Wealth Advisors
Washington
$301K