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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
CWA
2201
Carolina Wealth Advisors
South Carolina
$67.4K
GFA
2202
Godfrey Financial Associates
New York
$67K
HWA
2203
HHM Wealth Advisors
Tennessee
$65.3K
TCM
2204
Tradewinds Capital Management
Washington
$65K
GWSG
2205
GPS Wealth Strategies Group
Colorado
$64.7K
OW
2206
Olistico Wealth
Oklahoma
$64.7K
IUHSA
2207
Itau Unibanco Holding S.A.
Brazil
$63.5K
KAS
2208
Kemnay Advisory Services
New York
$60.8K
CAM
2209
Costello Asset Management
Pennsylvania
$60.7K
MCM
2210
MV Capital Management
Maryland
$60.6K
EIM
2211
Essex Investment Management
Massachusetts
$60.4K
EWP
2212
Elevation Wealth Partners
California
$60.3K
SVCP
2213
Silicon Valley Capital Partners
California
$59.1K
HWM
2214
HighMark Wealth Management
Minnesota
$58.9K
MLA
2215
MB, Levis & Associates
Pennsylvania
$58.7K
WOSD
2216
WFA of San Diego
California
$57.3K
BCM
2217
Blume Capital Management
California
$56.9K
VWA
2218
VSM Wealth Advisory
Maryland
$55.9K
FP
2219
Financial Perspectives
Minnesota
$55.7K
MTIC
2220
Missouri Trust & Investment Company
Missouri
$55.6K
PWMG
2221
Private Wealth Management Group
New Jersey
$54.9K
VLKIM
2222
Van Lanschot Kempen Investment Management
Netherlands
$54.7K
OCM
2223
Osbon Capital Management
Massachusetts
$54.7K
CNBT
2224
Cornerstone National Bank & Trust
Illinois
$53.9K
PWS
2225
Peterson Wealth Services
Utah
$52.8K