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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
RWM
2251
Rialto Wealth Management
New York
$35K
TFGT
2252
TS Financial Group (TSFG)
Illinois
$35K
GAG
2253
Goodman Advisory Group
Massachusetts
$34.9K
GAMC
2254
Garner Asset Management Corp
Texas
$34.5K
CFP
2255
Comprehensive Financial Planning
Pennsylvania
$34.2K
CPG
2256
Cornerstone Planning Group
New Jersey
$33.7K
CAC
2257
Core Alternative Capital
Georgia
$33.4K
CIA
2258
Cape Investment Advisory
Georgia
$33K
EWA
2259
EQ Wealth Advisors
Texas
$32.4K
HCA
2260
Harbor Capital Advisors
Illinois
$32K
RF
2261
Roxbury Financial
New Jersey
$32K
AAG
2262
Accordant Advisory Group
Maryland
$31.4K
B
2263
BAYBAN
Minnesota
$31K
RCM
2264
Raleigh Capital Management
North Carolina
$30.4K
DWM
2265
Darwin Wealth Management
Florida
$30.1K
NRWA
2266
North Ridge Wealth Advisors
Oregon
$28.6K
AT
2267
Avalon Trust
New Mexico
$28.1K
GGI
2268
Godsey & Gibb Inc
Virginia
$28K
OA
2269
Operose Advisors
Wisconsin
$27K
FGA
2270
Fortis Group Advisors
New Jersey
$27K
PWA
2271
Physician Wealth Advisors
Utah
$25.7K
NFSG
2272
Newbridge Financial Services Group
Florida
$25.4K
SR
2273
Swiss Re
Switzerland
$25.4K
BIA
2274
Bell Investment Advisors
California
$24.9K
KG
2275
Kilter Group
New York
$24.3K