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Bristol-Myers Squibb

2,446 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 370 funds opening new positions, 870 increasing their positions, 956 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 370 | Existing positions closed: 142

55% more funds holding in top 10

Funds holding in top 10: 2031 (+11)

24% more capital invested

Capital invested by funds: $71.6B → $88.5B (+$16.9B)

8% more funds holding

Funds holding: 2,2662,446 (+180)

2.65% more ownership

Funds ownership: 78%80.65% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 870 | Existing positions reduced: 956

30% less call options, than puts

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

Holders
2,446
Holders Change
+180
Holders Change %
+7.94%
% of All Funds
29.76%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.38%
New
370
Increased
870
Reduced
956
Closed
142
Calls
$1.33B
Puts
$1.91B
Net Calls
-$574M
Net Calls Change
-$527M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
526
Welch & Forbes
Massachusetts
$5.07M -$167K -3,472 -4%
T
527
TOBAM
France
$5.07M -$80.4K -1,671 -2%
NMERB
528
New Mexico Educational Retirement Board
New Mexico
$5.02M +$52.9K +1,100 +1%
CAIM
529
Catherine Avery Investment Management
Florida
$5.01M +$8.8K +183 +0.2%
AWM
530
Apollon Wealth Management
South Carolina
$4.99M +$343K +7,131 +8%
GWM
531
Geneos Wealth Management
Colorado
$4.92M -$102K -2,126 -2%
MPM
532
Meritage Portfolio Management
Kansas
$4.92M +$4.08M +84,761 +1,328%
HAI
533
Hennessy Advisors Inc
California
$4.89M -$241K -5,000 -5%
GIA
534
Gladstone Institutional Advisory
Florida
$4.86M -$459K -9,545 -10%
GRP
535
Global Retirement Partners
California
$4.85M +$2.91M +60,544 +206%
First Manhattan
536
First Manhattan
New York
$4.83M +$802K +16,671 +23%
TAM
537
Tocqueville Asset Management
New York
$4.82M -$1.11M -23,114 -21%
AI
538
Atria Investments
North Carolina
$4.79M -$816K -16,957 -16%
HWM
539
HB Wealth Management
Georgia
$4.7M +$454K +9,429 +12%
CPCPP
540
Canada Post Corporation Pension Plan
Canada
$4.7M +$1.11M +22,986 +36%
GH
541
GAM Holding
Switzerland
$4.69M -$4.61M -95,873 -52%
SCA
542
Sage Capital Advisors
South Dakota
$4.68M -$24.7K -513 -0.6%
ASN
543
Advisory Services Network
Georgia
$4.64M -$931K -19,348 -18%
CP
544
Castleview Partners
Texas
$4.61M +$553K +11,504 +16%
NGA
545
Naples Global Advisors
Florida
$4.61M +$187K +3,887 +5%
SSG
546
Summit Securities Group
New York
$4.61M +$3.7M +76,816 +892%
BBHC
547
Brown Brothers Harriman & Co
New York
$4.56M +$347K +7,223 +9%
SWMG
548
Signature Wealth Management Group
Georgia
$4.51M +$88.1K +1,832 +2%
MSE
549
MUFG Securities EMEA
United Kingdom
$4.5M +$2.14M +44,511 +114%
ALMGDA
550
AG2R La Mondiale Gestion d'Actifs
France
$4.48M +$235K +4,879 +6%