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Bristol-Myers Squibb

2,407 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, 861 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: 861 | Existing positions reduced: 950

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.9B

Holders
2,407
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
PWW
1976
Pettyjohn Wood & White
Virginia
$236K
QFA
1977
Quantum Financial Advisors
California
$236K
ICP
1978
Impact Capital Partners
Colorado
$235K
DI
1979
DDFG Inc
California
$235K
RFA
1980
Resurgent Financial Advisors
Georgia
$235K
ADL
1981
Asset Dedication LLC
California
$234K
HC
1982
Hourglass Capital
Texas
$234K
FNBOO
1983
First National Bank of Omaha
Nebraska
$233K
KAS
1984
KPP Advisory Services
Kentucky
$233K
LI
1985
LRI Investments
Florida
$233K
AAS
1986
Annex Advisory Services
Wisconsin
$233K
BOS
1987
Bank of Stockton
California
$232K
HFAS
1988
Hummer Financial Advisory Services
Illinois
$232K
DI
1989
Diligent Investors
California
$232K
GSWA
1990
Good Steward Wealth Advisors
Tennessee
$232K
IIC
1991
Ironwood Investment Counsel
Arizona
$231K
PFWA
1992
Paces Ferry Wealth Advisors
Georgia
$230K
OWP
1993
ORG Wealth Partners
Texas
$230K
EGA
1994
E&G Advisors
Texas
$230K
SFP
1995
Shepherd Financial Partners
Massachusetts
$230K
RCG
1996
Regatta Capital Group
California
$230K
BB
1997
Bell Bank
North Dakota
$229K
FFG
1998
Frisch Financial Group
New York
$229K
PWM
1999
Pines Wealth Management
North Carolina
$229K
DIM
2000
Delta Investment Management
California
$229K