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Bristol-Myers Squibb

2,422 hedge funds and large institutions have $88.4B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 865 increasing their positions, 953 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: 77.91%80.53% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 865 | Existing positions reduced: 953

30% less call options, than puts

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

Holders
2,422
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
CG
2101
Curat Global
New Hampshire
$174K
FMTCOCP
2102
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$173K
SIS
2103
Sound Income Strategies
Florida
$170K
CFD
2104
Creative Financial Designs
Indiana
$168K
MWA
2105
Medallion Wealth Advisors
Connecticut
$168K
CCMI
2106
Creative Capital Management Investments
California
$167K
PSB
2107
Piscataqua Savings Bank
New Hampshire
$167K
RF
2108
Rossby Financial
Florida
$165K
CTA
2109
Colonial Trust Advisors
South Carolina
$165K
GSWM
2110
Golden State Wealth Management
California
$163K
RFP
2111
Root Financial Partners
California
$163K
QC
2112
Quent Capital
New York
$161K
PMFA
2113
Plante Moran Financial Advisors
Michigan
$161K
SFG
2114
Strive Financial Group
Indiana
$160K
WAG
2115
Wilkerson Advisory Group
Missouri
$160K
SAM
2116
Sherman Asset Management
California
$154K
WBC
2117
West Branch Capital
Massachusetts
$154K
DE
2118
DV Equities
Illinois
$153K
TVWM
2119
Tower View Wealth Management
Wisconsin
$150K
KFA
2120
Kelleher Financial Advisors
New York
$149K
FC
2121
Financial Consulate
Maryland
$148K
BW
2122
Basepoint Wealth
Iowa
$147K
BFPW
2123
BOK Financial Private Wealth
Colorado
$147K
SGK
2124
Steigerwald Gordon & Koch
Virginia
$146K
HB
2125
Horizon Bancorp
Indiana
$146K