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Bristol-Myers Squibb

2,422 hedge funds and large institutions have $88.4B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 865 increasing their positions, 953 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: 77.91%80.53% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 865 | Existing positions reduced: 953

30% less call options, than puts

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

Holders
2,422
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
GSWA
2001
Good Steward Wealth Advisors
Tennessee
$232K
IIC
2002
Ironwood Investment Counsel
Arizona
$231K
PFWA
2003
Paces Ferry Wealth Advisors
Georgia
$230K
OWP
2004
ORG Wealth Partners
Texas
$230K
EGA
2005
E&G Advisors
Texas
$230K
SFP
2006
Shepherd Financial Partners
Massachusetts
$230K
RCG
2007
Regatta Capital Group
California
$230K
BB
2008
Bell Bank
North Dakota
$229K
FFG
2009
Frisch Financial Group
New York
$229K
PWM
2010
Pines Wealth Management
North Carolina
$229K
DIM
2011
Delta Investment Management
California
$229K
BWM
2012
BlackDiamond Wealth Management
New York
$229K
MSFS
2013
Main Street Financial Solutions
Pennsylvania
$228K
SP
2014
Successful Portfolios
Florida
$227K
BFG
2015
Berger Financial Group
Minnesota
$227K
VNA
2016
Valley National Advisers
Pennsylvania
$227K
DAM
2017
Doheny Asset Management
California
$227K
PCA
2018
Prosperity Capital Advisors
Ohio
$226K
WCA
2019
Westover Capital Advisors
Delaware
$226K
SW
2020
SkyOak Wealth
Michigan
$225K
OKSA
2021
O'Keefe Stevens Advisory
New York
$225K
AFT
2022
Alpha Family Trust
California
$224K
FWP
2023
Forefront Wealth Partners
Texas
$224K
WWM
2024
WT Wealth Management
Arizona
$224K
HNWAG
2025
High Net Worth Advisory Group
Florida
$223K