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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
DJSG
1101
D.J. St. Germain
Massachusetts
$1.06M -$36.1K -750 -4%
WA
1102
Wealth Alliance
New York
$1.06M +$87.1K +1,811 +10%
FCCM
1103
First City Capital Management
Georgia
$1.06M -$80.9K -1,682 -8%
JWM
1104
Jeppson Wealth Management
California
$1.06M +$39.4K +820 +4%
CI
1105
Cigna Investments
Connecticut
$1.05M -$23.3K -485 -2%
LSIA
1106
LaSalle St. Investment Advisors
Illinois
$1.05M +$934K +19,418 New
WCBA
1107
Weaver C. Barksdale & Associates
Tennessee
$1.05M -$182K -3,786 -16%
HBCM
1108
Heron Bay Capital Management
Michigan
$1.05M -$14.6K -303 -2%
BFA
1109
Beacon Financial Advisory
Ohio
$1.05M -$12.7K -263 -1%
SWM
1110
SeaCrest Wealth Management
New York
$1.04M +$14.1K +294 +2%
CAMV
1111
Concord Asset Management (Virginia)
Virginia
$1.04M -$21.3K -442 -2%
PG
1112
Patten Group
Tennessee
$1.04M +$928K +19,288 New
GS
1113
GTS Securities
New York
$1.04M +$531K +11,042 +134%
CL
1114
COWA LLC
Oklahoma
$1.03M -$1.83K -38 -0.2%
TW
1115
TritonPoint Wealth
Maryland
$1.03M -$20.2K -419 -2%
RMAM
1116
Raab & Moskowitz Asset Management
New Jersey
$1.03M -$40.3K -838 -4%
PNC
1117
Park National Corp
Ohio
$1.03M -$5.44K -113 -0.6%
CNC
1118
Citizens & Northern Corp
Pennsylvania
$1.03M -$26.7K -554 -3%
FG
1119
Fiduciary Group
Georgia
$1.03M +$54.6K +1,135 +6%
PFSC
1120
Peoples Financial Services Corp
Pennsylvania
$1.02M -$44.3K -920 -5%
MJRIC
1121
Mogy Joel R Investment Counsel
California
$1.02M
PK
1122
Pflug Koory
Nebraska
$1.02M -$4.81K -100 -0.5%
PAM
1123
Parvin Asset Management
South Dakota
$1.01M +$288K +5,990 +47%
JFGIW
1124
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.01M +$128K +2,662 +16%
LWA
1125
Lantern Wealth Advisors
New York
$1.01M -$612K -12,720 -40%