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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
SMFG
751
Sumitomo Mitsui Financial Group
Japan
$2.31M -$82.8K -1,721 -4%
BWAM
752
Boyd Watterson Asset Management
Ohio
$2.31M -$4.76K -99 -0.2%
QIM
753
Quest Investment Management
Oregon
$2.29M -$6.3K -131 -0.3%
MA
754
Montag & Associates
Georgia
$2.29M -$138K -2,870 -6%
IFU
755
iSAM Funds (UK)
United Kingdom
$2.27M -$490K -10,192 -20%
FRM
756
Fox Run Management
Connecticut
$2.27M +$765K +15,894 +61%
GI
757
GAMMA Investing
California
$2.27M +$183K +3,814 +10%
BOC
758
Barbara Oil Co
Illinois
$2.27M
PVI
759
Pine Valley Investments
New Jersey
$2.26M -$53.4K -1,110 -3%
BB
760
Busey Bank
Illinois
$2.26M -$121K -2,515 -6%
BBWA
761
Bell & Brown Wealth Advisors
California
$2.25M -$44K -915 -2%
ECM
762
Everence Capital Management
Indiana
$2.25M
MAM
763
Milestone Asset Management
Pennsylvania
$2.25M +$2.01M +41,725 New
DSC
764
Duncker Streett & Co
Missouri
$2.24M
CCT
765
Chemung Canal Trust
New York
$2.23M -$80.5K -1,673 -4%
MCM
766
Mengis Capital Management
Oregon
$2.22M -$298K -6,201 -13%
SC
767
Sapient Capital
Indiana
$2.2M -$397K -8,253 -17%
AC
768
AlphaCore Capital
California
$2.19M +$779K +16,199 +66%
WANY
769
Wealthspire Advisors (New York)
New York
$2.19M +$717K +14,898 +58%
SBH
770
Segall Bryant & Hamill
Illinois
$2.19M +$1.95M +40,595 New
WSC
771
Wellington Shields & Co
New York
$2.19M +$30.7K +638 +2%
BPC
772
Banque Pictet & Cie
Switzerland
$2.18M -$63.6K -1,322 -3%
KWA
773
Kingswood Wealth Advisors
California
$2.18M +$58.3K +1,212 +3%
SB
774
Simmons Bank
Arkansas
$2.17M -$165K -3,431 -8%
SAM
775
Sompo Asset Management
Japan
$2.17M -$80.8K -1,680 -4%