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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
BWM
2001
BlackDiamond Wealth Management
New York
$229K
MSFS
2002
Main Street Financial Solutions
Pennsylvania
$228K
SP
2003
Successful Portfolios
Florida
$227K
BFG
2004
Berger Financial Group
Minnesota
$227K
VNA
2005
Valley National Advisers
Pennsylvania
$227K
DAM
2006
Doheny Asset Management
California
$227K
PCA
2007
Prosperity Capital Advisors
Ohio
$226K
WCA
2008
Westover Capital Advisors
Delaware
$226K
SW
2009
SkyOak Wealth
Michigan
$225K
OKSA
2010
O'Keefe Stevens Advisory
New York
$225K
AFT
2011
Alpha Family Trust
California
$224K
FWP
2012
Forefront Wealth Partners
Texas
$224K
WWM
2013
WT Wealth Management
Arizona
$224K
HNWAG
2014
High Net Worth Advisory Group
Florida
$223K
CGH
2015
CMG Global Holdings
Texas
$223K
PCMC
2016
Paragon Capital Management (Colorado)
Colorado
$223K
SIP
2017
Snowwater Investment Partners
Connecticut
$222K
KA
2018
Kercheville Advisors
Texas
$222K
PFGIA
2019
Patriot Financial Group Insurance Agency
Massachusetts
$222K
SWK
2020
Stephen W. Kidder
$221K
WA1
2021
Wimmer Associates 1
California
$221K
HVIA
2022
Hudson Valley Investment Advisors
New York
$221K
CAC
2023
Certified Advisory Corp
Florida
$220K
FWM
2024
Focused Wealth Management
New York
$219K
NRC
2025
New Republic Capital
North Carolina
$218K