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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
AWM
1826
Aberdeen Wealth Management
Illinois
$301K
MAWA
1827
Moss Adams Wealth Advisors
Washington
$301K
CIG
1828
Cascade Investment Group
Colorado
$300K
FFO
1829
Fortitude Family Office
Arizona
$299K
VAS
1830
Vestmark Advisory Solutions
Massachusetts
$299K
QT
1831
Quantbot Technologies
New York
$299K
WPP
1832
Whalerock Point Partners
Rhode Island
$299K
XWL
1833
XXI Wealth LLC
Illinois
$299K
FWP
1834
Family Wealth Partners
North Carolina
$298K
TCM
1835
Traynor Capital Management
Pennsylvania
$297K
PAMG
1836
Patton Albertson Miller Group
Tennessee
$296K
HR
1837
Howe & Rusling
New York
$296K
PAS
1838
PKS Advisory Services
New York
$296K
TL
1839
Tradewinds LLC
North Carolina
$295K
CMF
1840
Counterpoint Mutual Funds
California
$294K
EWM
1841
EPG Wealth Management
Georgia
$294K
HAS
1842
HBW Advisory Services
California
$294K
PA
1843
PFG Advisors
Arizona
$293K
FWM
1844
Finer Wealth Management
Massachusetts
$292K
MCA
1845
Magnolia Capital Advisors
Mississippi
$292K
TCOO
1846
Trust Company of Oklahoma
Oklahoma
$291K
CJ
1847
Caitlin John
Michigan
$291K
CTA
1848
Chesley Taft & Associates
Illinois
$291K
KOCAA
1849
Knights of Columbus Asset Advisors
Connecticut
$291K
FCM
1850
Fourpath Capital Management
Oklahoma
$290K