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Bristol-Myers Squibb

2,409 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, 862 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: 862 | Existing positions reduced: 950

30% less call options, than puts

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

Holders
2,409
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
PWM
2001
Pines Wealth Management
North Carolina
$229K
DIM
2002
Delta Investment Management
California
$229K
BWM
2003
BlackDiamond Wealth Management
New York
$229K
MSFS
2004
Main Street Financial Solutions
Pennsylvania
$228K
SP
2005
Successful Portfolios
Florida
$227K
BFG
2006
Berger Financial Group
Minnesota
$227K
VNA
2007
Valley National Advisers
Pennsylvania
$227K
DAM
2008
Doheny Asset Management
California
$227K
PCA
2009
Prosperity Capital Advisors
Ohio
$226K
WCA
2010
Westover Capital Advisors
Delaware
$226K
SW
2011
SkyOak Wealth
Michigan
$225K
OKSA
2012
O'Keefe Stevens Advisory
New York
$225K
AFT
2013
Alpha Family Trust
California
$224K
FWP
2014
Forefront Wealth Partners
Texas
$224K
WWM
2015
WT Wealth Management
Arizona
$224K
HNWAG
2016
High Net Worth Advisory Group
Florida
$223K
CGH
2017
CMG Global Holdings
Texas
$223K
PCMC
2018
Paragon Capital Management (Colorado)
Colorado
$223K
SIP
2019
Snowwater Investment Partners
Connecticut
$222K
KA
2020
Kercheville Advisors
Texas
$222K
PFGIA
2021
Patriot Financial Group Insurance Agency
Massachusetts
$222K
SWK
2022
Stephen W. Kidder
$221K
WA1
2023
Wimmer Associates 1
California
$221K
HVIA
2024
Hudson Valley Investment Advisors
New York
$221K
CAC
2025
Certified Advisory Corp
Florida
$220K