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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 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 370 | Existing positions closed: 144

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: 2,2672,446 (+179)

2.65% more ownership

Funds ownership: 78%80.65% (+2.6%)

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
+179
Holders Change %
+7.9%
% of All Funds
29.75%
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
144
Calls
$1.33B
Puts
$1.91B
Net Calls
-$574M
Net Calls Change
-$527M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
926
Private Trust Company
Ohio
$1.52M -$29.8K -619 -2%
PA
927
Parallel Advisors
California
$1.52M +$19.2K +399 +1%
JWBC
928
J.W. Burns & Co
New York
$1.52M -$81.6K -1,697 -6%
LJAC
929
L.J. Altfest & Co
New York
$1.52M +$20.7K +430 +2%
LTAS
930
Linden Thomas Advisory Services
North Carolina
$1.51M -$9.57K -199 -0.7%
UCB
931
United Community Bank
South Carolina
$1.51M -$415K -8,634 -24%
TPCW
932
TD Private Client Wealth
New York
$1.5M +$34.9K +725 +3%
RMC
933
Resources Management Corp
Connecticut
$1.5M
IPW
934
Inlet Private Wealth
Florida
$1.5M -$462K -9,600 -26%
VCA
935
Verdence Capital Advisors
Maryland
$1.48M -$8.61K -179 -0.6%
DCM
936
Dudley Capital Management
Virginia
$1.48M
Capstone Investment Advisors
937
Capstone Investment Advisors
New York
$1.48M -$14.4M -299,084 -92%
SC
938
Stance Capital
Massachusetts
$1.47M -$370K -7,689 -22%
GTAM
939
Global Trust Asset Management
Florida
$1.47M +$1.26M +26,275 +2,916%
CAM
940
Cidel Asset Management
Ontario, Canada
$1.46M +$130K +2,700 +11%
UAG
941
United Advisor Group
Ohio
$1.46M +$355K +7,373 +38%
III
942
Independent Investors Inc
New York
$1.45M
AOWM
943
Alpha Omega Wealth Management
Virginia
$1.45M -$32.4K -674 -2%
PPW
944
Parcion Private Wealth
Washington
$1.45M +$923K +19,176 +249%
GA
945
GFS Advisors
Texas
$1.45M +$1.29M +26,810 New
PFBT
946
Parkside Financial Bank & Trust
Missouri
$1.44M -$3.9K -81 -0.3%
TBA
947
Tower Bridge Advisors
Pennsylvania
$1.44M -$318K -6,600 -20%
DFG
948
Demars Financial Group
Washington
$1.43M +$58.1K +1,207 +5%
PTC
949
Philadelphia Trust Company
Pennsylvania
$1.43M
MP
950
McDonald Partners
Ohio
$1.41M +$934K +19,406 +284%