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Bristol-Myers Squibb

2,410 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 351 funds opening new positions, 862 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: 862 | Existing positions reduced: 950

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.9B

Holders
2,410
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
RFP
2101
Root Financial Partners
California
$163K
QC
2102
Quent Capital
New York
$161K
PMFA
2103
Plante Moran Financial Advisors
Michigan
$161K
SFG
2104
Strive Financial Group
Indiana
$160K
WAG
2105
Wilkerson Advisory Group
Missouri
$160K
SAM
2106
Sherman Asset Management
California
$154K
WBC
2107
West Branch Capital
Massachusetts
$154K
DE
2108
DV Equities
Illinois
$153K
TVWM
2109
Tower View Wealth Management
Wisconsin
$150K
KFA
2110
Kelleher Financial Advisors
New York
$149K
FC
2111
Financial Consulate
Maryland
$148K
BW
2112
Basepoint Wealth
Iowa
$147K
BFPW
2113
BOK Financial Private Wealth
Colorado
$147K
SGK
2114
Steigerwald Gordon & Koch
Virginia
$146K
HB
2115
Horizon Bancorp
Indiana
$146K
HIA
2116
HFM Investment Advisors
New Jersey
$146K
CYG
2117
Clean Yield Group
Vermont
$145K
BWL
2118
Bogart Wealth LLC
Virginia
$140K
CW
2119
CrossGen Wealth
North Carolina
$136K
ANBT
2120
American National Bank & Trust
Texas
$136K
FCAS
2121
First Command Advisory Services
Texas
$136K
YDMI
2122
Y.D. More Investments
Israel
$133K
JWA
2123
JFS Wealth Advisors
Pennsylvania
$132K
CT
2124
Clearstead Trust
Maine
$131K
TFM
2125
TFC Financial Management
Massachusetts
$131K