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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
SIS
2101
Sound Income Strategies
Florida
$170K
CFD
2102
Creative Financial Designs
Indiana
$168K
CCMI
2103
Creative Capital Management Investments
California
$167K
PSB
2104
Piscataqua Savings Bank
New Hampshire
$167K
RF
2105
Rossby Financial
Florida
$165K
CTA
2106
Colonial Trust Advisors
South Carolina
$165K
GSWM
2107
Golden State Wealth Management
California
$163K
RFP
2108
Root Financial Partners
California
$163K
QC
2109
Quent Capital
New York
$161K
PMFA
2110
Plante Moran Financial Advisors
Michigan
$161K
SFG
2111
Strive Financial Group
Indiana
$160K
WAG
2112
Wilkerson Advisory Group
Missouri
$160K
SAM
2113
Sherman Asset Management
California
$154K
WBC
2114
West Branch Capital
Massachusetts
$154K
DE
2115
DV Equities
Illinois
$153K
TVWM
2116
Tower View Wealth Management
Wisconsin
$150K
KFA
2117
Kelleher Financial Advisors
New York
$149K
FC
2118
Financial Consulate
Maryland
$148K
BW
2119
Basepoint Wealth
Iowa
$147K
BFPW
2120
BOK Financial Private Wealth
Colorado
$147K
SGK
2121
Steigerwald Gordon & Koch
Virginia
$146K
HB
2122
Horizon Bancorp
Indiana
$146K
HIA
2123
HFM Investment Advisors
New Jersey
$146K
CYG
2124
Clean Yield Group
Vermont
$145K
BWL
2125
Bogart Wealth LLC
Virginia
$140K