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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
CIG
1826
Cascade Investment Group
Colorado
$300K
FFO
1827
Fortitude Family Office
Arizona
$299K
VAS
1828
Vestmark Advisory Solutions
Massachusetts
$299K
QT
1829
Quantbot Technologies
New York
$299K
WPP
1830
Whalerock Point Partners
Rhode Island
$299K
XWL
1831
XXI Wealth LLC
Illinois
$299K
FWP
1832
Family Wealth Partners
North Carolina
$298K
TCM
1833
Traynor Capital Management
Pennsylvania
$297K
PAMG
1834
Patton Albertson Miller Group
Tennessee
$296K
HR
1835
Howe & Rusling
New York
$296K
PAS
1836
PKS Advisory Services
New York
$296K
TL
1837
Tradewinds LLC
North Carolina
$295K
CMF
1838
Counterpoint Mutual Funds
California
$294K
EWM
1839
EPG Wealth Management
Georgia
$294K
HAS
1840
HBW Advisory Services
California
$294K
PA
1841
PFG Advisors
Arizona
$293K
FWM
1842
Finer Wealth Management
Massachusetts
$292K
MCA
1843
Magnolia Capital Advisors
Mississippi
$292K
TCOO
1844
Trust Company of Oklahoma
Oklahoma
$291K
CJ
1845
Caitlin John
Michigan
$291K
CTA
1846
Chesley Taft & Associates
Illinois
$291K
KOCAA
1847
Knights of Columbus Asset Advisors
Connecticut
$291K
FCM
1848
Fourpath Capital Management
Oklahoma
$290K
VWM
1849
Venturi Wealth Management
Texas
$290K
SWA
1850
SOA Wealth Advisors
New York
$290K