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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
HAS
1851
HBW Advisory Services
California
$294K
PA
1852
PFG Advisors
Arizona
$293K
FWM
1853
Finer Wealth Management
Massachusetts
$292K
MCA
1854
Magnolia Capital Advisors
Mississippi
$292K
TCOO
1855
Trust Company of Oklahoma
Oklahoma
$291K
CJ
1856
Caitlin John
Michigan
$291K
CTA
1857
Chesley Taft & Associates
Illinois
$291K
KOCAA
1858
Knights of Columbus Asset Advisors
Connecticut
$291K
FCM
1859
Fourpath Capital Management
Oklahoma
$290K
VWM
1860
Venturi Wealth Management
Texas
$290K
SWA
1861
SOA Wealth Advisors
New York
$290K
CFG
1862
Clayton Financial Group
Missouri
$288K
MHIC
1863
Marble Harbor Investment Counsel
Massachusetts
$288K
SRS
1864
Strong Retirement Solutions
Washington
$288K
SIC
1865
Samalin Investment Counsel
New York
$288K
EPIM
1866
Evelyn Partners Investment Management
$288K
HP
1867
Haven Private
Florida
$288K
JFA
1868
JNBA Financial Advisors
Minnesota
$287K
CWA
1869
Clearview Wealth Advisors
Oregon
$287K
SAM
1870
Satovsky Asset Management
New York
$287K
REMPR
1871
Roof Eidam Maycock Peralta (REMP)
California
$286K
CFM
1872
Catalyst Funds Management
Australia
$286K
TF
1873
Tudor Financial
Ohio
$285K
FPW
1874
Fairvoy Private Wealth
Alabama
$285K
FC
1875
Farringdon Capital
United Kingdom
$285K