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Bristol-Myers Squibb

2,437 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 869 increasing their positions, 954 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:

2.71% more ownership

Funds ownership: 77.91%80.62% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 954

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.91B

Holders
2,437
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
FWP
1851
Family Wealth Partners
North Carolina
$298K
TCM
1852
Traynor Capital Management
Pennsylvania
$297K
PAMG
1853
Patton Albertson Miller Group
Tennessee
$296K
HR
1854
Howe & Rusling
New York
$296K
PAS
1855
PKS Advisory Services
New York
$296K
TL
1856
Tradewinds LLC
North Carolina
$295K
CMF
1857
Counterpoint Mutual Funds
California
$294K
EWM
1858
EPG Wealth Management
Georgia
$294K
HAS
1859
HBW Advisory Services
California
$294K
PA
1860
PFG Advisors
Arizona
$293K
FWM
1861
Finer Wealth Management
Massachusetts
$292K
MCA
1862
Magnolia Capital Advisors
Mississippi
$292K
TCOO
1863
Trust Company of Oklahoma
Oklahoma
$291K
CJ
1864
Caitlin John
Michigan
$291K
CTA
1865
Chesley Taft & Associates
Illinois
$291K
KOCAA
1866
Knights of Columbus Asset Advisors
Connecticut
$291K
FCM
1867
Fourpath Capital Management
Oklahoma
$290K
VWM
1868
Venturi Wealth Management
Texas
$290K
SWA
1869
SOA Wealth Advisors
New York
$290K
CFG
1870
Clayton Financial Group
Missouri
$288K
MHIC
1871
Marble Harbor Investment Counsel
Massachusetts
$288K
SRS
1872
Strong Retirement Solutions
Washington
$288K
SIC
1873
Samalin Investment Counsel
New York
$288K
EPIM
1874
Evelyn Partners Investment Management
$288K
HP
1875
Haven Private
Florida
$288K