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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
QCG
1051
Quadrant Capital Group
Ohio
$1.15M -$533K -11,088 -34%
MAM
1052
Mystic Asset Management
Rhode Island
$1.15M -$161K -3,350 -14%
BCM
1053
BluePath Capital Management
Georgia
$1.15M +$169K +3,508 +20%
EWA
1054
Exencial Wealth Advisors
Oklahoma
$1.15M +$269K +5,593 +36%
CWP
1055
Concord Wealth Partners
Virginia
$1.15M -$60.3K -1,254 -6%
CPA
1056
Capital Performance Advisors
California
$1.14M +$720K +14,965 +240%
SIC
1057
Salem Investment Counselors
North Carolina
$1.14M -$36.9K -768 -4%
IF
1058
Intrua Financial
Texas
$1.14M +$86K +1,788 +9%
IFG
1059
Independent Financial Group
California
$1.13M +$276K +5,747 +38%
SC
1060
Schulhoff & Co
Ohio
$1.13M -$72.2K -1,500 -7%
OCBCO
1061
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.13M +$754K +15,678 +299%
JSSH
1062
J. Safra Sarasin Holding
$1.13M +$1.01M +20,914 New
KIA
1063
KCM Investment Advisors
California
$1.13M +$8.37K +174 +0.8%
VF
1064
Virtu Financial
New York
$1.13M -$1.99M -41,416 -67%
FIA
1065
Foundations Investment Advisors
Arizona
$1.12M +$358K +7,447 +56%
AWM
1066
Angeles Wealth Management
California
$1.12M +$359K +7,468 +56%
ET
1067
Equitable Trust
Tennessee
$1.12M
CHAM
1068
Clear Harbor Asset Management
Connecticut
$1.12M -$1.2K -25 -0.1%
DW30
1069
Drucker Wealth 3.0
New Jersey
$1.12M +$995K +20,679 New
MGI
1070
Miller Global Investments
Texas
$1.11M +$993K +20,650 New
LCGC
1071
Legacy Capital Group California
California
$1.11M +$20.6K +428 +2%
AG
1072
Ascent Group
Virginia
$1.11M +$237K +4,919 +31%
CSA
1073
Cornerstone Select Advisors
Missouri
$1.11M -$122K -2,546 -11%
PMG
1074
Private Management Group
California
$1.11M
ERIC
1075
Eagle Rock Investment Company
Georgia
$1.11M