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Bristol-Myers Squibb

2,418 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 864 increasing their positions, 952 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: 77.89%80.52% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 952

30% less call options, than puts

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

Holders
2,418
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
FWM
1851
Finer Wealth Management
Massachusetts
$292K
MCA
1852
Magnolia Capital Advisors
Mississippi
$292K
TCOO
1853
Trust Company of Oklahoma
Oklahoma
$291K
CJ
1854
Caitlin John
Michigan
$291K
CTA
1855
Chesley Taft & Associates
Illinois
$291K
KOCAA
1856
Knights of Columbus Asset Advisors
Connecticut
$291K
FCM
1857
Fourpath Capital Management
Oklahoma
$290K
VWM
1858
Venturi Wealth Management
Texas
$290K
SWA
1859
SOA Wealth Advisors
New York
$290K
CFG
1860
Clayton Financial Group
Missouri
$288K
MHIC
1861
Marble Harbor Investment Counsel
Massachusetts
$288K
SRS
1862
Strong Retirement Solutions
Washington
$288K
SIC
1863
Samalin Investment Counsel
New York
$288K
EPIM
1864
Evelyn Partners Investment Management
$288K
HP
1865
Haven Private
Florida
$288K
JFA
1866
JNBA Financial Advisors
Minnesota
$287K
CWA
1867
Clearview Wealth Advisors
Oregon
$287K
SAM
1868
Satovsky Asset Management
New York
$287K
REMPR
1869
Roof Eidam Maycock Peralta (REMP)
California
$286K
CFM
1870
Catalyst Funds Management
Australia
$286K
TF
1871
Tudor Financial
Ohio
$285K
FPW
1872
Fairvoy Private Wealth
Alabama
$285K
FC
1873
Farringdon Capital
United Kingdom
$285K
PCA
1874
Peddock Capital Advisors
Massachusetts
$284K
AF
1875
Arrow Financial
New York
$283K