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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
TTWM
1026
TCV Trust & Wealth Management
Virginia
$1.22M -$19.5K -406 -2%
TAM
1027
Trust Asset Management
Texas
$1.22M -$39.8K -827 -4%
HCM
1028
Howland Capital Management
Massachusetts
$1.22M -$83.4K -1,734 -7%
FWM
1029
Forza Wealth Management
Florida
$1.21M +$130K +2,711 +14%
SC
1030
SouthState Corp
Florida
$1.21M -$120K -2,502 -10%
RBFC
1031
Roman Butler Fullerton & Co
Missouri
$1.21M +$371K +7,720 +54%
DWMS
1032
Dominguez Wealth Management Solutions
Virginia
$1.21M +$8.9K +185 +0.8%
WWM
1033
Western Wealth Management
Colorado
$1.21M -$21.1K -439 -2%
MFG
1034
MidWestOne Financial Group
Iowa
$1.21M -$252K -5,239 -19%
EWM
1035
Evercore Wealth Management
New York
$1.2M +$54K +1,122 +5%
QFW
1036
QTR Family Wealth
Florida
$1.2M +$503K +10,463 +113%
OIC
1037
Orion Investment Company
Missouri
$1.19M -$111K -2,310 -9%
WWC
1038
Waypoint Wealth Counsel
Georgia
$1.19M +$1.06M +22,134 New
SOAM
1039
SBI Okasan Asset Management
Japan
$1.19M +$1.06M +22,000 New
DMKJ
1040
David M. Knott Jr
$1.19M -$241K -5,000 -19%
VA
1041
VestGen Advisors
Illinois
$1.18M +$44.4K +922 +4%
PWG
1042
Portside Wealth Group
Utah
$1.18M +$11.6K +241 +1%
MASM
1043
MH & Associates Securities Management
California
$1.18M +$1.05M +21,902 New
AAM
1044
Auxier Asset Management
Oregon
$1.18M -$88.5K -1,840 -8%
RS
1045
R Squared
Hong Kong
$1.17M -$1.21M -25,147 -54%
VAG
1046
VisionPoint Advisory Group
Texas
$1.16M +$34.5K +717 +3%
RIG
1047
RiverFront Investment Group
Virginia
$1.16M +$82.8K +1,722 +9%
CCG
1048
Chatham Capital Group
Georgia
$1.16M
OPW
1049
Oxler Private Wealth
New York
$1.16M +$13.5K +280 +1%
CAM
1050
Cobblestone Asset Management
Virginia
$1.16M -$58.5K -1,216 -5%