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