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Bristol-Myers Squibb

2,407 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 350 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
2,407
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
RBC
2226
Roble Belko & Company
Pennsylvania
$49K
RF
2227
Robbins Farley
New Hampshire
$48.7K
HWA
2228
Heritage Wealth Advisors
Virginia
$48.5K
GAFA
2229
Garton & Associates Financial Advisors
Kentucky
$48K
RFG
2230
REAP Financial Group
Texas
$47.4K
EF
2231
Entrust Financial
Pennsylvania
$47K
TPBG
2232
Turning Point Benefit Group
Maryland
$46K
KFP
2233
Kerr Financial Planning
California
$44.7K
DFA
2234
DHJJ Financial Advisors
Illinois
$44.2K
CTWM
2235
Cherry Tree Wealth Management
Minnesota
$43.2K
AFG
2236
Albion Financial Group
Utah
$43.2K
ACAL
2237
AG Campbell Advisory, LLC
Maryland
$43.2K
LD
2238
Lipe & Dalton
New York
$43K
BBPWM
2239
Blue Bell Private Wealth Management
Pennsylvania
$42.9K
EPAM
2240
Evelyn Partners Asset Management
$41.2K
SVWA
2241
Sarver Vrooman Wealth Advisors
Missouri
$39.9K
RIAS
2242
Rachor Investment Advisory Services
Michigan
$39.3K
FG
2243
Fairman Group
Pennsylvania
$38.7K
CWP
2244
Clark Wealth Partners
Illinois
$38.7K
BFS
2245
Beacon Financial Strategies
North Carolina
$38.4K
ETS
2246
ESL Trust Services
New York
$37.8K
MHR
2247
Matthew Hamilton Rosenberg
$37.5K
VWM
2248
Vermillion Wealth Management
Minnesota
$37K
WCM
2249
Westend Capital Management
California
$36K
WWM
2250
Wolff Wiese Magana
California
$35.9K