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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
CG
576
Caprock Group
Idaho
$4.11M +$617K +12,822 +20%
SYBT
577
Stock Yards Bank & Trust
Kentucky
$4.08M -$106K -2,205 -3%
CCG
578
Cypress Capital Group
Florida
$4.08M +$105K +2,193 +3%
AOWM
579
Asset One Wealth Management
Washington
$4.08M +$3.51M +72,912 New
TM
580
Taproot Management
New York
$4.07M +$3.63M +75,366 New
IWC
581
Integrated Wealth Concepts
Massachusetts
$4.06M +$155K +3,227 +4%
MC
582
Moors & Cabot
Massachusetts
$4.06M +$307K +6,385 +9%
VCM
583
Versant Capital Management
Arizona
$4.06M -$262K -5,442 -7%
SFI
584
Siemens Fonds Invest
Germany
$4.05M +$80.5K +1,674 +2%
AAM
585
AR Asset Management
California
$4.03M
CA
586
Continental Advisors
Utah
$4.03M +$3.6M +74,754 New
APP
587
Avantax Planning Partners
Iowa
$4.02M +$244K +5,070 +7%
KF
588
Krilogy Financial
Missouri
$4.01M +$1.35M +28,033 +62%
PCM
589
Parsons Capital Management
Rhode Island
$3.96M +$21.3K +443 +0.6%
CSP
590
Cary Street Partners
Virginia
$3.96M -$1.59M -33,050 -31%
EWA
591
EP Wealth Advisors
California
$3.95M +$3.52M +73,210 New
RHAM
592
Round Hill Asset Management
California
$3.95M +$122K +2,532 +4%
PWM
593
Perigon Wealth Management
California
$3.92M +$649K +13,485 +23%
NDSIB
594
North Dakota State Investment Board
North Dakota
$3.91M +$3.49M +72,479 New
WAOTB
595
Wealth Advisors of Tampa Bay
Florida
$3.91M -$242K -5,022 -6%
SF
596
Summit Financial
New Jersey
$3.89M +$361K +7,498 +12%
VT
597
Vise Technologies
New York
$3.89M +$892K +18,547 +35%
TFA
598
Toth Financial Advisory
Virginia
$3.88M +$178K +3,705 +5%
ACM
599
Argyle Capital Management
Pennsylvania
$3.88M +$157K +3,260 +5%
EOJOAM
600
E. Ohman J:or Asset Management
Sweden
$3.84M +$2.21M +46,000 +183%