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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
VWA
2326
Valued Wealth Advisors
Utah
$14.3K
WA
2327
Westfuller Advisors
New York
$14.2K
PJC
2328
Phillip James Consulting
Minnesota
$14K
QL
2329
Quarry LP
New York
$13.7K
MWM
2330
Mascoma Wealth Management
New Hampshire
$13.7K
SFS
2331
Sunrise Financial Services
Washington
$12.9K
CTB
2332
Country Trust Bank
Illinois
$12.7K
PP
2333
Pacifica Partners
Canada
$12.3K
HC
2334
Hurley Capital
New York
$12K
FFA
2335
Frazier Financial Advisors
Ohio
$12K
RAM
2336
Ramirez Asset Management
New York
$11.7K
TCM
2337
TD Capital Management
Tennessee
$11.4K
SA
2338
Strategic Advocates
Utah
$11.4K
JGCM
2339
Joseph Group Capital Management
Ohio
$11.1K
MHIP
2340
Mountain Hill Investment Partners
New Jersey
$10.8K
MBFW
2341
Morton Brown Family Wealth
Pennsylvania
$10.8K
VWWMG
2342
Vermillion & White Wealth Management Group
Pennsylvania
$10.8K
AWA
2343
Acumen Wealth Advisors
Tennessee
$10.8K
DPW
2344
DiNuzzo Private Wealth
Pennsylvania
$10.7K
RWA
2345
Redmont Wealth Advisors
Illinois
$10.7K
DWS
2346
Dynamic Wealth Strategies
California
$10.2K
BCWM
2347
Ball & Co Wealth Management
Tennessee
$10K
SC
2348
Swan Capital
Florida
$9.6K
MA
2349
Modus Advisors
Minnesota
$9.44K
TCM
2350
Tanaka Capital Management
New York
$9K