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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
MCM
726
Mill Capital Management
North Carolina
$2.5M
GIA
727
Guyasuta Investment Advisors
Pennsylvania
$2.48M -$9.38K -195 -0.4%
EWA
728
Exit Wealth Advisors
Georgia
$2.48M +$2.21M +45,996 New
IMC Chicago
729
IMC Chicago
Illinois
$2.48M +$2.21M +45,935 New
KWM
730
Kingsview Wealth Management
Oregon
$2.47M +$739K +15,356 +50%
KCM
731
Kanawha Capital Management
Virginia
$2.45M +$492K +10,233 +29%
HKAM
732
Horizon Kinetics Asset Management
New York
$2.43M +$9.48K +197 +0.4%
HW
733
Hamilton Wealth
California
$2.42M -$4.58M -95,300 -48%
CIA
734
Choate Investment Advisors
Massachusetts
$2.42M -$64.5K -1,341 -3%
HSA
735
HBK Sorce Advisory
Pennsylvania
$2.4M +$21.7K +451 +1%
HTC
736
Haverford Trust Company
Pennsylvania
$2.4M -$149K -3,093 -7%
CPIG
737
Chicago Partners Investment Group
Illinois
$2.4M +$969K +20,140 +85%
MHS
738
M Holdings Securities
Oregon
$2.4M +$2.14M +44,462 New
ECM
739
EagleClaw Capital Management
Massachusetts
$2.4M -$84.2K -1,750 -4%
CAM
740
Carret Asset Management
New York
$2.4M -$336K -6,990 -14%
DWM
741
Dakota Wealth Management
Florida
$2.39M -$284K -5,904 -12%
PA
742
Promethium Advisors
Maryland
$2.38M
DIA
743
Dean Investment Associates
Ohio
$2.36M -$287K -5,971 -12%
CGPCS
744
Capital Group Private Client Services
California
$2.34M -$258K -5,368 -11%
CBA
745
Coastal Bridge Advisors
Connecticut
$2.33M +$1.77M +36,701 +560%
KFP
746
KMG Fiduciary Partners
Ohio
$2.33M +$28.5K +592 +1%
CEI
747
Clark Estates Inc
New York
$2.32M
ORG
748
Optimist Retirement Group
Washington
$2.32M -$139K -2,883 -6%
RSWM
749
Robertson Stephens Wealth Management
California
$2.31M +$1.54M +32,059 +296%
MOS
750
MGO One Seven
Ohio
$2.31M +$441K +9,168 +27%