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Bristol-Myers Squibb

2,422 hedge funds and large institutions have $88.4B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 865 increasing their positions, 953 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: 77.91%80.53% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 865 | Existing positions reduced: 953

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.91B

Holders
2,422
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
BCWM
2351
Ball & Co Wealth Management
Tennessee
$10K
SC
2352
Swan Capital
Florida
$9.6K
MA
2353
Modus Advisors
Minnesota
$9.44K
TCM
2354
Tanaka Capital Management
New York
$9K
PCM
2355
Penserra Capital Management
California
$9K
BHWM
2356
Bay Harbor Wealth Management
Maryland
$8.9K
GC
2357
Gould Capital
Washington
$8.64K
1NWS
2358
1 North Wealth Services
Maryland
$8.41K
MCA
2359
Midwest Capital Advisors
Michigan
$8.09K
WCM
2360
Winthrop Capital Management
Indiana
$8K
CFM
2361
Cornerstone Financial Management
Massachusetts
$7.93K
GJIA
2362
Glass Jacobson Investment Advisors
Maryland
$7.77K
FA
2363
Fountainhead AM
New Jersey
$7.61K
RTL
2364
Red Tortoise LLC
Georgia
$7.44K
FA
2365
Financial Avengers
California
$7.43K
HIC
2366
Hamrick Investment Counsel
Washington
$7.28K
EWM
2367
Evolution Wealth Management
Florida
$7.01K
ACM
2368
Accent Capital Management
Ohio
$6.96K
HPWM
2369
High Point Wealth Management
New Jersey
$6.87K
NI
2370
NCP Inc
California
$6.47K
DF
2371
DecisionPoint Financial
Arizona
$5.66K
HFS
2372
Horizon Financial Services
North Carolina
$5.39K
VM
2373
VPR Management
Texas
$5.39K
LIA
2374
Luken Investment Analytics
Tennessee
$5.12K
SWA
2375
Strategic Wealth Advisors
Arizona
$5K