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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
RBC
626
Romano Brothers & Co
Illinois
$3.47M -$286K -5,947 -8%
HAG
627
HighPoint Advisor Group
Illinois
$3.46M +$634K +13,183 +26%
BC
628
Burney Company
Virginia
$3.43M +$2.56M +53,141 +507%
RWM
629
Ritholtz Wealth Management
New York
$3.38M +$2.05M +42,658 +214%
SCA
630
Sippican Capital Advisors
Massachusetts
$3.35M +$192K +4,000 +7%
MR
631
Munich Reinsurance
$3.35M
SW
632
SVB Wealth
Massachusetts
$3.34M -$452K -9,404 -13%
OQS
633
Occudo Quantitative Strategies
Florida
$3.33M -$418K -8,692 -12%
CPC
634
Consolidated Planning Corp
Georgia
$3.33M +$2.97M +61,789 New
EI
635
EFG International
$3.32M +$2.96M +61,605 New
FM
636
Family Management
New York
$3.32M -$179K -3,712 -6%
NLP
637
Next Level Private
New York
$3.3M +$237K +4,927 +9%
DCM
638
Donaldson Capital Management
Indiana
$3.3M +$91.4K +1,900 +3%
LSA
639
Leonteq Securities AG
Switzerland
$3.28M +$1.82M +37,794 +164%
RFM
640
Royal Fund Management
Florida
$3.26M +$992K +20,625 +52%
CAAS
641
Capital Asset Advisory Services
Michigan
$3.24M +$102K +2,110 +4%
AFG
642
American Financial Group
Ohio
$3.24M
Nomura Holdings
643
Nomura Holdings
Japan
$3.23M -$10.8M -225,160 -79%
FMII
644
Farmers & Merchants Investments Inc
Nebraska
$3.22M -$20.7K -430 -0.7%
WAS
645
Wesleyan Assurance Society
United Kingdom
$3.21M
IP
646
Integras Partners
Georgia
$3.2M -$526K -10,940 -16%
Bessemer Group
647
Bessemer Group
New Jersey
$3.19M -$240K -4,979 -8%
VVP
648
Venture Visionary Partners
Ohio
$3.18M +$163K +3,383 +6%
PAS
649
Park Avenue Securities
New York
$3.16M +$229K +4,754 +9%
JWCA
650
J.W. Cole Advisors
Florida
$3.15M -$151K -3,135 -4%