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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
TG
876
TCW Group
California
$1.73M +$1.54M +32,019 New
CFO
877
Callan Family Office
Pennsylvania
$1.73M +$363K +7,555 +31%
HIC
878
Holderness Investments Company
North Carolina
$1.72M +$722 +15 +0%
VCM
879
Viewpoint Capital Management
Washington
$1.71M -$2.26K -47 -0.1%
LFAS
880
Level Four Advisory Services
Texas
$1.71M +$322K +6,701 +27%
PWA
881
Providence Wealth Advisors
Illinois
$1.71M +$122K +2,543 +9%
MVA
882
Mount Vernon Associates
Maryland
$1.71M -$4.81K -100 -0.3%
TBC
883
Ted Buchan & Co
California
$1.71M +$99.5K +2,068 +7%
FIA
884
FNY Investment Advisers
New York
$1.7M +$1.4M +29,004 +1,162%
MFIM
885
Mesirow Financial Investment Management
Illinois
$1.7M +$114K +2,361 +8%
DWA
886
Douglass Winthrop Advisors
New York
$1.69M -$218K -4,540 -13%
VFA
887
Valeo Financial Advisors
Indiana
$1.69M +$21.3K +442 +1%
GCM
888
Graham Capital Management
Connecticut
$1.69M +$799K +16,611 +113%
TIM
889
Titan Investment Management
Indiana
$1.69M +$1.51M +31,310 New
SCM
890
Sterling Capital Management
North Carolina
$1.69M +$431K +8,951 +40%
BG
891
Bahl & Gaynor
Ohio
$1.68M -$400K -8,311 -21%
FHA
892
Flagship Harbor Advisors
Massachusetts
$1.68M +$132K +2,742 +10%
BIG
893
Brooklyn Investment Group
New York
$1.67M +$818K +17,005 +122%
SIG
894
Sargent Investment Group
Maryland
$1.67M +$252K +5,246 +20%
CW
895
CreativeOne Wealth
Kansas
$1.66M -$145K -3,018 -9%
IA
896
IAM Advisory
Pennsylvania
$1.66M +$1.48M +30,763 New
QP
897
Quilter Plc
United Kingdom
$1.65M -$530K -11,025 -26%
CI
898
Cherokee Insurance
Michigan
$1.65M
PPWP
899
Premier Path Wealth Partners
New Jersey
$1.65M -$124K -2,569 -8%
MGIA
900
Moneta Group Investment Advisors
Missouri
$1.65M -$284K -5,899 -16%