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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
ZIC
1201
ZWJ Investment Counsel
Georgia
$877K -$10.9K -226 -1%
VCS
1202
Vaughan & Co Securities
New Jersey
$876K -$19.2K -400 -2%
BWM
1203
BigSur Wealth Management
Florida
$874K
TSW
1204
Three Seasons Wealth
Utah
$872K +$778K +16,165 New
GIM
1205
Generali Investments Management
Slovenia
$871K
BCM
1206
Birmingham Capital Management
Alabama
$871K
HCM
1207
Hengehold Capital Management
Ohio
$867K -$19.7K -409 -2%
AAG
1208
Asset Advisory Group
New Jersey
$866K +$772K +16,053 New
BFS
1209
BridgePort Financial Solutions
Iowa
$864K +$536K +11,143 +228%
CUAMC
1210
China Universal Asset Management Company
China
$863K +$289K +6,000 +60%
RFG
1211
Range Financial Group
Oregon
$862K +$35.9K +747 +5%
PCMK
1212
Paragon Capital Management (Kansas)
Kansas
$859K -$74.2K -1,543 -9%
MA
1213
MCF Advisors
Kentucky
$857K +$404K +8,406 +112%
IIL
1214
Insight Inv LLC
California
$854K -$422K -8,770 -36%
PAM
1215
Palisade Asset Management
Minnesota
$853K -$49.6K -1,031 -6%
TSWM
1216
Triangle Securities Wealth Management
North Carolina
$851K -$15.7K -326 -2%
SWP
1217
Sagespring Wealth Partners
Tennessee
$850K +$18.8K +391 +3%
LS
1218
Livforsakringsbolaget Skandia
Sweden
$849K
WE
1219
Wealth Effects
Massachusetts
$846K -$74.6K -1,551 -9%
ACM
1220
Ardent Capital Management
Ohio
$846K
FIM
1221
Fruth Investment Management
Texas
$845K
RA
1222
Riversedge Advisors
Delaware
$842K +$358K +7,435 +91%
OWP
1223
Obermeyer Wealth Partners
Colorado
$841K +$265K +5,503 +55%
IIC
1224
Integrated Investment Consultants
Michigan
$840K +$273K +5,679 +57%
ANTB
1225
AMG National Trust Bank
Colorado
$838K -$9.96K -207 -1%