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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 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 370 | Existing positions closed: 143

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
143
Calls
$1.33B
Puts
$1.91B
Net Calls
-$574M
Net Calls Change
-$527M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
676
Capital International
California
$2.96M -$293K -6,090 -10%
MSA
677
MUFG Securities Americas
New York
$2.96M -$2.12K -44 -0.1%
STA
678
Summit Trail Advisors
New York
$2.95M -$311K -6,469 -11%
SCA
679
Snowden Capital Advisors
New York
$2.95M -$17.8K -369 -0.7%
EFS
680
Essex Financial Services
Connecticut
$2.95M +$204K +4,248 +8%
MIP
681
Marietta Investment Partners
Wisconsin
$2.94M +$884K +18,375 +51%
EAM
682
Erste Asset Management
Austria
$2.94M -$1.36M -28,226 -34%
Boston Partners
683
Boston Partners
Massachusetts
$2.94M -$539K -11,205 -17%
QPBE
684
Quintet Private Bank (Europe)
Luxembourg
$2.93M -$125K -2,603 -5%
OAM
685
Ostrum Asset Management
France
$2.93M -$622K -12,934 -19%
BE
686
Bonness Enterprises
District of Columbia
$2.93M
PMIA
687
Patrick Mauro Investment Advisor
Illinois
$2.93M -$90.6K -1,884 -3%
HH
688
Hilltop Holdings
Texas
$2.91M +$601K +12,485 +30%
HCM
689
Hillman Capital Management
Maryland
$2.91M -$744K -15,474 -22%
PCM
690
Poehling Capital Management
Wisconsin
$2.91M -$114K -2,370 -4%
SMI
691
Shelter Mutual Insurance
Missouri
$2.9M
KRSITF
692
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.89M
XF
693
XML Financial
Maryland
$2.89M -$268K -5,573 -9%
AIA
694
AIMZ Investment Advisors
California
$2.87M -$28.7K -596 -1%
CFG
695
Citizens Financial Group
Rhode Island
$2.83M +$153K +3,171 +6%
CRC
696
Curi RMB Capital
Illinois
$2.82M +$1.49M +30,997 +146%
LWL
697
Leo Wealth LLC
Texas
$2.81M +$675K +14,033 +37%
FNT
698
First National Trust
Pennsylvania
$2.81M -$70.4K -1,463 -3%
MWM
699
Meridian Wealth Management
Kentucky
$2.79M +$27.4K +570 +1%
AWM
700
Aprio Wealth Management
Georgia
$2.79M +$2.12M +44,125 +586%