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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
HIM
976
Harbour Investment Management
Washington
$1.35M -$89.2K -1,855 -7%
FMWA
977
Forvis Mazars Wealth Advisors
Missouri
$1.35M -$29K -603 -2%
IP
978
Ignite Planners
California
$1.35M +$1.18M +24,461 New
MPI
979
Mairs & Power Inc
Minnesota
$1.35M -$69.9K -1,454 -6%
SGI
980
Summit Global Investments
Utah
$1.34M +$335K +6,964 +39%
SN
981
Sittner & Nelson
Oregon
$1.34M +$113K +2,354 +12%
MAS
982
Meeder Advisory Services
Ohio
$1.34M -$19.5K -405 -2%
SWA
983
Stratos Wealth Advisors
Ohio
$1.33M +$8.32K +173 +0.7%
JSL
984
JT Stratford LLC
Georgia
$1.33M +$1.19M +24,706 New
PAA
985
Peregrine Asset Advisers
Oregon
$1.33M +$242K +5,033 +26%
BSB
986
Bangor Savings Bank
Maine
$1.33M -$68K -1,414 -5%
MNBTD
987
Moody National Bank Trust Division
Texas
$1.32M -$515K -10,696 -30%
AIC
988
Archer Investment Corporation
Indiana
$1.31M +$14.4K +300 +1%
HIP
989
HUB Investment Partners
Texas
$1.31M +$1.17M +24,290 New
1SB
990
1ST Source Bank
Indiana
$1.31M -$85.9K -1,785 -7%
CV
991
Counterweight Ventures
North Carolina
$1.3M +$5K +104 +0.4%
BC
992
Barnett & Company
Tennessee
$1.3M +$188K +3,900 +19%
HBT
993
Hills Bank & Trust
Iowa
$1.3M -$488K -10,134 -30%
FAMI
994
Fideuram Asset Management (Ireland)
$1.3M +$1.07M +22,297 New
MCM
995
Monarch Capital Management
Indiana
$1.29M
BFWA
996
Benchmark Financial Wealth Advisors
Florida
$1.29M +$10.7K +223 +0.9%
BPWM
997
Badgley Phelps Wealth Managers
Washington
$1.29M +$35.5K +738 +3%
WA
998
Waddell & Associates
Tennessee
$1.28M +$807K +16,780 +239%
RBA
999
Richard Bernstein Advisors
New York
$1.28M -$116K -2,407 -9%
PWMG
1000
Prestige Wealth Management Group
New Jersey
$1.28M +$286K +5,950 +34%