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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
EF
2026
Exeter Financial
Arizona
$218K
BWMG
2027
Barnes Wealth Management Group
California
$218K
MUMSS
2028
Mitsubishi UFJ Morgan Stanley Securities
Japan
$218K
EWS
2029
Eagle Wealth Strategies
New Jersey
$218K
RZH
2030
Relyea Zuckerberg Hanson
Connecticut
$218K
SPWM
2031
Spartan Planning & Wealth Management
North Carolina
$217K
BB
2032
Berkshire Bank
Massachusetts
$217K
AA
2033
Addison Advisors
Vermont
$217K
CWP
2034
CFM Wealth Partners
Texas
$216K
SHA
2035
Seneca House Advisors
Virginia
$213K
WMA
2036
Wealth Management Associates
New Jersey
$213K
LGG
2037
Luts & Greenleigh Group
Maryland
$213K
MAA
2038
Matrix Asset Advisors
New York
$212K
CP
2039
Canopy Partners
Ohio
$212K
WA
2040
Win Advisors
Florida
$212K
AW
2041
Atlas Wealth
Ohio
$211K
GAG
2042
GM Advisory Group
New York
$211K
SWM
2043
Shrier Wealth Management
California
$211K
MSFP
2044
Mark Sheptoff Financial Planning
Connecticut
$210K
FOA
2045
Five Oceans Advisors
California
$210K
HHCP
2046
Hilton Head Capital Partners
South Carolina
$210K
BW
2047
BIP Wealth
Georgia
$209K
EAN
2048
Excelsior Advisor Network
Colorado
$209K
KFS
2049
Kurt F. Somerville
$209K
OIAM
2050
OFI Invest Asset Management
France
$209K