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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
OBGC
1826
O'Brien Greene & Co
Pennsylvania
$305K
ZF
1827
Zhang Financial
Michigan
$305K
MFWP
1828
Mosaic Family Wealth Partners
Missouri
$304K
FS
1829
Ferguson Shapiro
Georgia
$303K
JC
1830
JB Capital
Connecticut
$303K
PIMG
1831
Patriot Investment Management Group
Tennessee
$302K
PWP
1832
Private Wealth Partners
California
$302K
LWM
1833
Lyell Wealth Management
California
$302K
CSPIA
1834
Cary Street Partners Investment Advisory
Virginia
$301K
AWM
1835
Aberdeen Wealth Management
Illinois
$301K
MAWA
1836
Moss Adams Wealth Advisors
Washington
$301K
CIG
1837
Cascade Investment Group
Colorado
$300K
FFO
1838
Fortitude Family Office
Arizona
$299K
VAS
1839
Vestmark Advisory Solutions
Massachusetts
$299K
QT
1840
Quantbot Technologies
New York
$299K
WPP
1841
Whalerock Point Partners
Rhode Island
$299K
XWL
1842
XXI Wealth LLC
Illinois
$299K
FWP
1843
Family Wealth Partners
North Carolina
$298K
TCM
1844
Traynor Capital Management
Pennsylvania
$297K
PAMG
1845
Patton Albertson Miller Group
Tennessee
$296K
HR
1846
Howe & Rusling
New York
$296K
PAS
1847
PKS Advisory Services
New York
$296K
TL
1848
Tradewinds LLC
North Carolina
$295K
CMF
1849
Counterpoint Mutual Funds
California
$294K
EWM
1850
EPG Wealth Management
Georgia
$294K