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Bristol-Myers Squibb

2,418 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 864 increasing their positions, 952 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: 77.89%80.52% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 952

30% less call options, than puts

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

Holders
2,418
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
UPS
1801
UHLMANN PRICE SECURITIES
Illinois
$313K
IGGA
1802
Iron Gate Global Advisors
Utah
$312K
BFC
1803
Bedel Financial Consulting
Indiana
$312K
SWM
1804
SHP Wealth Management
Massachusetts
$312K
BHIA
1805
Birch Hill Investment Advisors
Massachusetts
$312K
FCG
1806
Fielder Capital Group
Tennessee
$311K
DA
1807
Dash Acquisitions
California
$311K
C
1808
Covestor
United Kingdom
$311K
GEA
1809
Glen Eagle Advisors
New Jersey
$311K
W
1810
Wealthquest
Ohio
$311K
JJBC
1811
James J. Burns & Company
New York
$310K
RWA
1812
River Wealth Advisors
Pennsylvania
$310K
MEG
1813
Millstone Evans Group
Colorado
$310K
APG
1814
Abacus Planning Group
South Carolina
$309K
RCA
1815
Ranch Capital Advisors
Florida
$309K
NB
1816
Northwest Bancshares
Pennsylvania
$309K
B
1817
Bailard
California
$309K
CPSAC
1818
Chas P. Smith & Associates (CPS)
Florida
$308K
SRC
1819
Shufro Rose & Co
New York
$307K
CCA
1820
Cravens & Co Advisors
Tennessee
$307K
OCPWS
1821
One Charles Private Wealth Services
Massachusetts
$307K
LI
1822
LMCG Investments
Massachusetts
$306K
BHPW
1823
Beverly Hills Private Wealth
California
$306K
OBGC
1824
O'Brien Greene & Co
Pennsylvania
$305K
ZF
1825
Zhang Financial
Michigan
$305K