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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
TC
1801
TownSquare Capital
Utah
$314K
BTWM
1802
Baker Tilly Wealth Management
Wisconsin
$314K
UPS
1803
UHLMANN PRICE SECURITIES
Illinois
$313K
IGGA
1804
Iron Gate Global Advisors
Utah
$312K
BFC
1805
Bedel Financial Consulting
Indiana
$312K
SWM
1806
SHP Wealth Management
Massachusetts
$312K
BHIA
1807
Birch Hill Investment Advisors
Massachusetts
$312K
FCG
1808
Fielder Capital Group
Tennessee
$311K
DA
1809
Dash Acquisitions
California
$311K
C
1810
Covestor
United Kingdom
$311K
GEA
1811
Glen Eagle Advisors
New Jersey
$311K
W
1812
Wealthquest
Ohio
$311K
JJBC
1813
James J. Burns & Company
New York
$310K
RWA
1814
River Wealth Advisors
Pennsylvania
$310K
MEG
1815
Millstone Evans Group
Colorado
$310K
APG
1816
Abacus Planning Group
South Carolina
$309K
RCA
1817
Ranch Capital Advisors
Florida
$309K
NB
1818
Northwest Bancshares
Pennsylvania
$309K
B
1819
Bailard
California
$309K
CPSAC
1820
Chas P. Smith & Associates (CPS)
Florida
$308K
SRC
1821
Shufro Rose & Co
New York
$307K
CCA
1822
Cravens & Co Advisors
Tennessee
$307K
OCPWS
1823
One Charles Private Wealth Services
Massachusetts
$307K
LI
1824
LMCG Investments
Massachusetts
$306K
BHPW
1825
Beverly Hills Private Wealth
California
$306K