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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
SP
2026
Successful Portfolios
Florida
$227K
BFG
2027
Berger Financial Group
Minnesota
$227K
VNA
2028
Valley National Advisers
Pennsylvania
$227K
DAM
2029
Doheny Asset Management
California
$227K
PCA
2030
Prosperity Capital Advisors
Ohio
$226K
WCA
2031
Westover Capital Advisors
Delaware
$226K
SW
2032
SkyOak Wealth
Michigan
$225K
OKSA
2033
O'Keefe Stevens Advisory
New York
$225K
AFT
2034
Alpha Family Trust
California
$224K
FWP
2035
Forefront Wealth Partners
Texas
$224K
WWM
2036
WT Wealth Management
Arizona
$224K
HNWAG
2037
High Net Worth Advisory Group
Florida
$223K
CGH
2038
CMG Global Holdings
Texas
$223K
PCMC
2039
Paragon Capital Management (Colorado)
Colorado
$223K
SIP
2040
Snowwater Investment Partners
Connecticut
$222K
KA
2041
Kercheville Advisors
Texas
$222K
PFGIA
2042
Patriot Financial Group Insurance Agency
Massachusetts
$222K
SWK
2043
Stephen W. Kidder
$221K
WA1
2044
Wimmer Associates 1
California
$221K
HVIA
2045
Hudson Valley Investment Advisors
New York
$221K
CAC
2046
Certified Advisory Corp
Florida
$220K
FWM
2047
Focused Wealth Management
New York
$219K
NRC
2048
New Republic Capital
North Carolina
$218K
EF
2049
Exeter Financial
Arizona
$218K
BWMG
2050
Barnes Wealth Management Group
California
$218K