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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
WI
601
WBI Investments
New Jersey
$3.83M +$542K +11,272 +19%
MYAM
602
Meiji Yasuda Asset Management
Japan
$3.83M +$2.66M +55,355 +354%
EF
603
Empirical Finance
Pennsylvania
$3.81M -$150K -3,120 -4%
SC
604
Savant Capital
Illinois
$3.8M +$819K +17,022 +32%
SHFA
605
SS&H Financial Advisors
Michigan
$3.74M +$647K +13,450 +24%
BCI
606
Brinker Capital Investments
Pennsylvania
$3.72M +$842K +17,506 +34%
PMAM
607
Picton Mahoney Asset Management
Ontario, Canada
$3.7M +$3.3M +68,658 +298,513%
BFA
608
Benedict Financial Advisors
Georgia
$3.7M +$185K +3,837 +6%
GAM
609
Griffin Asset Management
New York
$3.69M +$58.8K +1,222 +2%
CRI
610
Commonwealth Retirement Investments
Virginia
$3.66M +$92.5K +1,922 +3%
TMAM
611
Tokio Marine Asset Management
Japan
$3.65M +$36K +748 +1%
KCM
612
Kerusso Capital Management
North Carolina
$3.64M +$625K +12,988 +24%
BG
613
Bellevue Group
Switzerland
$3.62M +$937K +19,469 +41%
WS
614
Wedbush Securities
California
$3.62M +$587K +12,202 +22%
PL
615
Perpetual Ltd
Australia
$3.6M +$1.76M +36,562 +121%
JCM
616
Jacobi Capital Management
Pennsylvania
$3.58M -$87.7K -1,824 -3%
RWP
617
RWA Wealth Partners
Massachusetts
$3.57M -$645K -13,405 -17%
SFS
618
Sowell Financial Services
Arkansas
$3.57M +$443K +9,205 +16%
ACA
619
Aptus Capital Advisors
Alabama
$3.55M +$213K +4,419 +7%
ELC
620
Edgar Lomax Company
Virginia
$3.52M -$74.1K -1,540 -2%
NMIMC
621
Northwestern Mutual Investment Management Company
Wisconsin
$3.51M +$8.27K +172 +0.3%
TCM
622
Tufton Capital Management
Maryland
$3.5M -$332K -6,897 -10%
LOAMS
623
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.49M -$539K -11,200 -15%
Assenagon Asset Management
624
Assenagon Asset Management
Luxembourg
$3.49M +$34.4K +715 +1%
WIA
625
World Investment Advisors
California
$3.48M +$384K +7,977 +14%