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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
LCOV
801
London Company of Virginia
Virginia
$2.02M -$37.9K -787 -2%
SJL
802
Shayne & Jacobs LLC
Tennessee
$2.02M +$5.24K +109 +0.3%
SFO
803
Stokes Family Office
Louisiana
$2.02M -$2.45K -51 -0.1%
IA
804
Integrity Alliance
Iowa
$2.02M +$1.36M +28,348 +314%
LIM
805
Leavell Investment Management
Alabama
$2.01M -$7.22K -150 -0.4%
JPWM
806
Jamison Private Wealth Management
Georgia
$2.01M -$57.5K -1,196 -3%
EC
807
Enhancing Capital
Pennsylvania
$2.01M
IAIM
808
International Assets Investment Management
Florida
$2.01M +$71.6K +1,488 +4%
CIC
809
Cornercap Investment Counsel
Georgia
$2.01M -$24.4K -508 -1%
CT
810
Chicago Trust
Illinois
$2M +$700K +14,556 +64%
Federated Hermes
811
Federated Hermes
Pennsylvania
$2M -$99.2K -2,063 -5%
Edgewood Management
812
Edgewood Management
Connecticut
$2M -$652K -13,548 -27%
BCP
813
Berkeley Capital Partners
Georgia
$1.99M -$789K -16,397 -31%
SIM
814
Stratos Investment Management
Ohio
$1.99M +$123K +2,548 +7%
HIA
815
Harvest Investment Advisors
Florida
$1.98M +$1.77M +36,770 New
USCWA
816
U.S. Capital Wealth Advisors
Texas
$1.98M +$410K +8,521 +30%
PCA
817
Purkiss Capital Advisors
Connecticut
$1.98M
CAM
818
Cacti Asset Management
Georgia
$1.97M
NHC
819
Nicholas Hoffman & Company
Georgia
$1.97M +$133K +2,758 +8%
SW
820
SteelPeak Wealth
California
$1.96M +$1.75M +36,357 New
HCM
821
Howard Capital Management
Georgia
$1.96M +$520K +10,800 +42%
CC
822
Courier Capital
New York
$1.95M -$52.9K -1,100 -3%
HA
823
Herold Advisors
New York
$1.95M -$78.7K -1,635 -4%
BTD
824
BankPlus Trust Department
Mississippi
$1.95M +$95.4K +1,983 +6%
EI
825
EDMP Inc
Florida
$1.94M -$87.8K -1,825 -5%