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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
FBT
1176
First Bankers Trust
Kentucky
$929K
FFM
1177
Forum Financial Management
Illinois
$925K -$243K -5,060 -23%
PWAM
1178
Private Wealth Asset Management
Iowa
$921K
WB
1179
Webster Bank
Connecticut
$918K -$28.9K -600 -3%
ACM
1180
Aljian Capital Management
Nevada
$917K -$62.2K -1,293 -7%
XWM
1181
Xcel Wealth Management
Florida
$917K -$76K -1,579 -9%
1IA
1182
1620 Investment Advisors
Massachusetts
$917K -$63.3K -1,316 -7%
NWAG
1183
Net Worth Advisory Group
Utah
$909K +$811K +16,849 New
TBC
1184
Tweedy, Browne Co
Connecticut
$908K +$114K +2,376 +16%
VCP
1185
Verus Capital Partners
Arizona
$907K +$347K +7,213 +75%
SMC
1186
Smith, Moore & Co
Missouri
$906K -$125K -2,598 -13%
HAM
1187
Hedges Asset Management
Nevada
$905K -$86.6K -1,800 -10%
BAM
1188
Boyar Asset Management
New York
$894K -$7.22K -150 -0.9%
IIM
1189
Ipswich Investment Management
Massachusetts
$893K
SIG
1190
Sky Investment Group
Connecticut
$893K -$122K -2,540 -13%
TCM
1191
Triumph Capital Management
Colorado
$890K -$178K -3,700 -18%
LIM
1192
Letson Investment Management
Georgia
$890K
BOH
1193
Bank of Hawaii
Hawaii
$889K +$16.4K +340 +2%
LCM
1194
Lazari Capital Management
California
$889K -$15.8K -328 -2%
EP
1195
Essential Partners
California
$887K +$581K +12,086 +277%
WPC
1196
White Pine Capital
Minnesota
$887K +$30.8K +640 +4%
VST
1197
Van Strum & Towne
California
$884K
PP
1198
Patten & Patten
Tennessee
$882K -$130K -2,692 -14%
RIM
1199
Redwood Investment Management
Arizona
$882K -$468K -9,734 -37%
1WA
1200
180 Wealth Advisors
Washington
$878K -$8.03K -167 -1%