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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
ICP
2001
Impact Capital Partners
Colorado
$235K
DI
2002
DDFG Inc
California
$235K
RFA
2003
Resurgent Financial Advisors
Georgia
$235K
ADL
2004
Asset Dedication LLC
California
$234K
HC
2005
Hourglass Capital
Texas
$234K
FNBOO
2006
First National Bank of Omaha
Nebraska
$233K
KAS
2007
KPP Advisory Services
Kentucky
$233K
LI
2008
LRI Investments
Florida
$233K
AAS
2009
Annex Advisory Services
Wisconsin
$233K
BOS
2010
Bank of Stockton
California
$232K
HFAS
2011
Hummer Financial Advisory Services
Illinois
$232K
DI
2012
Diligent Investors
California
$232K
GSWA
2013
Good Steward Wealth Advisors
Tennessee
$232K
IIC
2014
Ironwood Investment Counsel
Arizona
$231K
PFWA
2015
Paces Ferry Wealth Advisors
Georgia
$230K
OWP
2016
ORG Wealth Partners
Texas
$230K
EGA
2017
E&G Advisors
Texas
$230K
SFP
2018
Shepherd Financial Partners
Massachusetts
$230K
RCG
2019
Regatta Capital Group
California
$230K
BB
2020
Bell Bank
North Dakota
$229K
FFG
2021
Frisch Financial Group
New York
$229K
PWM
2022
Pines Wealth Management
North Carolina
$229K
DIM
2023
Delta Investment Management
California
$229K
BWM
2024
BlackDiamond Wealth Management
New York
$229K
MSFS
2025
Main Street Financial Solutions
Pennsylvania
$228K