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Bristol-Myers Squibb

2,418 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 864 increasing their positions, 952 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: 77.89%80.52% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 952

30% less call options, than puts

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

Holders
2,418
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
PFWA
2001
Paces Ferry Wealth Advisors
Georgia
$230K
OWP
2002
ORG Wealth Partners
Texas
$230K
EGA
2003
E&G Advisors
Texas
$230K
SFP
2004
Shepherd Financial Partners
Massachusetts
$230K
RCG
2005
Regatta Capital Group
California
$230K
BB
2006
Bell Bank
North Dakota
$229K
FFG
2007
Frisch Financial Group
New York
$229K
PWM
2008
Pines Wealth Management
North Carolina
$229K
DIM
2009
Delta Investment Management
California
$229K
BWM
2010
BlackDiamond Wealth Management
New York
$229K
MSFS
2011
Main Street Financial Solutions
Pennsylvania
$228K
SP
2012
Successful Portfolios
Florida
$227K
BFG
2013
Berger Financial Group
Minnesota
$227K
VNA
2014
Valley National Advisers
Pennsylvania
$227K
DAM
2015
Doheny Asset Management
California
$227K
PCA
2016
Prosperity Capital Advisors
Ohio
$226K
WCA
2017
Westover Capital Advisors
Delaware
$226K
SW
2018
SkyOak Wealth
Michigan
$225K
OKSA
2019
O'Keefe Stevens Advisory
New York
$225K
AFT
2020
Alpha Family Trust
California
$224K
FWP
2021
Forefront Wealth Partners
Texas
$224K
WWM
2022
WT Wealth Management
Arizona
$224K
HNWAG
2023
High Net Worth Advisory Group
Florida
$223K
CGH
2024
CMG Global Holdings
Texas
$223K
PCMC
2025
Paragon Capital Management (Colorado)
Colorado
$223K