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Bristol-Myers Squibb

2,406 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 349 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
2,406
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
PMFA
2101
Plante Moran Financial Advisors
Michigan
$161K
SFG
2102
Strive Financial Group
Indiana
$160K
WAG
2103
Wilkerson Advisory Group
Missouri
$160K
SAM
2104
Sherman Asset Management
California
$154K
WBC
2105
West Branch Capital
Massachusetts
$154K
DE
2106
DV Equities
Illinois
$153K
TVWM
2107
Tower View Wealth Management
Wisconsin
$150K
KFA
2108
Kelleher Financial Advisors
New York
$149K
FC
2109
Financial Consulate
Maryland
$148K
BW
2110
Basepoint Wealth
Iowa
$147K
BFPW
2111
BOK Financial Private Wealth
Colorado
$147K
SGK
2112
Steigerwald Gordon & Koch
Virginia
$146K
HB
2113
Horizon Bancorp
Indiana
$146K
HIA
2114
HFM Investment Advisors
New Jersey
$146K
CYG
2115
Clean Yield Group
Vermont
$145K
BWL
2116
Bogart Wealth LLC
Virginia
$140K
CW
2117
CrossGen Wealth
North Carolina
$136K
ANBT
2118
American National Bank & Trust
Texas
$136K
FCAS
2119
First Command Advisory Services
Texas
$136K
YDMI
2120
Y.D. More Investments
Israel
$133K
JWA
2121
JFS Wealth Advisors
Pennsylvania
$132K
CT
2122
Clearstead Trust
Maine
$131K
TFM
2123
TFC Financial Management
Massachusetts
$131K
WPA
2124
Wealth Preservation Advisors
Tennessee
$129K
ME
2125
McIlrath & Eck
Washington
$129K