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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
GAG
2051
GM Advisory Group
New York
$211K
SWM
2052
Shrier Wealth Management
California
$211K
MSFP
2053
Mark Sheptoff Financial Planning
Connecticut
$210K
FOA
2054
Five Oceans Advisors
California
$210K
HHCP
2055
Hilton Head Capital Partners
South Carolina
$210K
BW
2056
BIP Wealth
Georgia
$209K
EAN
2057
Excelsior Advisor Network
Colorado
$209K
KFS
2058
Kurt F. Somerville
$209K
OIAM
2059
OFI Invest Asset Management
France
$209K
KV
2060
Kickstand Ventures
New York
$209K
XT
2061
XTX Topco
Cayman Islands
$208K
CA
2062
COFG Advisors
Illinois
$208K
CIC
2063
Chase Investment Counsel
Virginia
$207K
AGWCA
2064
Annis Gardner Whiting Capital Advisors
Florida
$207K
FG
2065
Foster Group
Iowa
$207K
PSP
2066
Pacific Sage Partners
Washington
$207K
STA
2067
Smith Thornton Advisors
Alabama
$207K
1C
2068
111 Capital
France
$206K
TWP
2069
Tyche Wealth Partners
Texas
$206K
BMWS
2070
Brady Martz Wealth Solutions
North Dakota
$206K
KA
2071
Klingman & Associates
New York
$205K
TFS
2072
Thoroughbred Financial Services
Tennessee
$205K
MWM
2073
Mattern Wealth Management
Kansas
$205K
SWA
2074
SFMG Wealth Advisors
Texas
$205K
TIA
2075
Tiemann Investment Advisors
California
$205K