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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
FTIA
651
Four Tree Island Advisory
New Hampshire
$3.15M -$38.1K -793 -1%
BRWA
652
B. Riley Wealth Advisors
Florida
$3.14M -$3.69M -76,636 -57%
TRCT
653
Tower Research Capital (TRC)
New York
$3.13M -$838K -17,426 -23%
4WM
654
44 Wealth Management
Oregon
$3.13M -$408K -8,482 -13%
TC
655
Truvestments Capital
Florida
$3.13M -$40.3K -838 -1%
NB
656
NBT Bank
New York
$3.12M -$46.3K -963 -2%
MIM
657
Morningstar Investment Management
Illinois
$3.12M -$5.03M -104,607 -64%
LS
658
Leelyn Smith
Illinois
$3.11M +$127K +2,630 +5%
WA
659
Waverly Advisors
Alabama
$3.1M +$671K +13,939 +32%
SAI
660
Savvy Advisors Inc
New York
$3.08M +$476K +9,893 +21%
LNWTC
661
Laird Norton Wetherby Trust Company
Washington
$3.07M +$2.74M +56,942 New
PS
662
Principal Securities
Iowa
$3.07M +$547K +11,378 +25%
ABC
663
Associated Banc-Corp
Wisconsin
$3.07M -$1.03M -21,360 -27%
KCM
664
Kendall Capital Management
Maryland
$3.06M -$130K -2,697 -5%
PI
665
PFG Investments
New York
$3.06M -$63.3K -1,315 -2%
IA
666
IFG Advisory
Georgia
$3.06M +$238K +4,952 +10%
TCA
667
Transcend Capital Advisors
New Jersey
$3.06M -$138K -2,872 -5%
FISPB
668
Fideuram - Intesa Sanpaolo Private Banking
$3.06M +$2.73M +56,649 New
WT
669
Whittier Trust
California
$3.04M -$320K -6,650 -11%
YIH
670
Y-Intercept (HK)
Hong Kong
$3.04M +$1.36M +28,214 +101%
GFM
671
GF Fund Management
China
$2.99M -$50.4K -1,047 -2%
MC
672
Machina Capital
France
$2.99M -$2.72M -56,555 -51%
SAM
673
Securian Asset Management
Minnesota
$2.99M -$2.07M -42,943 -44%
AIP
674
Ameritas Investment Partners
Nebraska
$2.98M -$253K -5,251 -9%
TCOV
675
Trust Company of Vermont
Vermont
$2.97M -$69.8K -1,450 -3%