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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
VWM
1851
Venturi Wealth Management
Texas
$290K
SWA
1852
SOA Wealth Advisors
New York
$290K
CFG
1853
Clayton Financial Group
Missouri
$288K
MHIC
1854
Marble Harbor Investment Counsel
Massachusetts
$288K
SRS
1855
Strong Retirement Solutions
Washington
$288K
SIC
1856
Samalin Investment Counsel
New York
$288K
EPIM
1857
Evelyn Partners Investment Management
$288K
HP
1858
Haven Private
Florida
$288K
JFA
1859
JNBA Financial Advisors
Minnesota
$287K
CWA
1860
Clearview Wealth Advisors
Oregon
$287K
SAM
1861
Satovsky Asset Management
New York
$287K
REMPR
1862
Roof Eidam Maycock Peralta (REMP)
California
$286K
CFM
1863
Catalyst Funds Management
Australia
$286K
TF
1864
Tudor Financial
Ohio
$285K
FPW
1865
Fairvoy Private Wealth
Alabama
$285K
FC
1866
Farringdon Capital
United Kingdom
$285K
PCA
1867
Peddock Capital Advisors
Massachusetts
$284K
AF
1868
Arrow Financial
New York
$283K
IC
1869
Inscription Capital
Texas
$282K
HI
1870
Hudock Inc
Pennsylvania
$282K
GWM
1871
GK Wealth Management
Nevada
$282K
BBWP
1872
Beacon Bridge Wealth Partners
Pennsylvania
$282K
BMCM
1873
Bryn Mawr Capital Management
Pennsylvania
$281K
BCM
1874
Boltwood Capital Management
California
$281K
IWA
1875
IVC Wealth Advisors
Pennsylvania
$280K