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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
IP
1126
Intellectus Partners
California
$1.01M -$18.9K -392 -2%
WG
1127
Winton Group
United Kingdom
$1.01M +$904K +18,783 New
NAS
1128
Nicolet Advisory Services
Wisconsin
$1.01M +$140K +2,906 +19%
AIM
1129
Acropolis Investment Management
Missouri
$1.01M -$493K -10,253 -35%
ACM
1130
Aster Capital Management
United Arab Emirates
$1M +$896K +18,631 New
ACM
1131
Adalta Capital Management
New York
$1M
GBT
1132
Grove Bank & Trust
Florida
$1M +$24.5K +510 +3%
HDIM
1133
Hanson & Doremus Investment Management
Vermont
$1M +$54.6K +1,135 +7%
RFA
1134
RTD Financial Advisors
Pennsylvania
$999K -$149K -3,090 -14%
OWM
1135
Opes Wealth Management
California
$995K -$10.6K -221 -1%
ST
1136
Smithfield Trust
Pennsylvania
$990K +$137K +2,841 +18%
RC
1137
Rovin Capital
Arizona
$987K +$369K +7,672 +72%
CAI
1138
Capital Advisors Inc
Oklahoma
$986K +$18.7K +388 +2%
VHAM
1139
Van Hulzen Asset Management
California
$985K +$204K +4,240 +30%
CIC
1140
Carnegie Investment Counsel
Ohio
$979K -$481K -10,008 -36%
UBV
1141
United Bank (Virginia)
Virginia
$976K
BTI
1142
Blue Trust Inc
Georgia
$976K -$194K -4,041 -18%
DMBA
1143
Deseret Mutual Benefit Administrators
Utah
$975K +$26.5K +550 +3%
SL
1144
Sentry LLC
Tennessee
$975K
AWM
1145
Ariadne Wealth Management
California
$974K +$394K +8,192 +101%
MIC
1146
Means Investment Company
Maine
$973K -$169K -3,510 -16%
TAFW
1147
Tred Avon Family Wealth
Maryland
$971K -$27.4K -569 -3%
WAL
1148
W Advisors LLC
Tennessee
$970K +$7.12K +148 +0.8%
IAS
1149
Insigneo Advisory Services
Florida
$969K +$864K +17,963 New
OPTFSNA
1150
Old Point Trust & Financial Services N A
Virginia
$968K +$28.9K +600 +3%