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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
KB
1226
Kimelman & Baird
New York
$837K -$244K -5,072 -25%
WAAG
1227
Wealth Alliance Advisory Group
Kansas
$836K +$31.6K +657 +4%
SBFM
1228
S-Bank Fund Management
Finland
$834K -$399K -8,286 -35%
WT
1229
Washington Trust
Rhode Island
$834K +$25.1K +521 +3%
PA
1230
Procyon Advisors
Connecticut
$833K -$979K -20,349 -57%
B
1231
Birchbrook
Maine
$833K -$64.9K -1,349 -8%
ZIG
1232
Zuckerman Investment Group
Illinois
$830K -$1.31M -27,160 -64%
GPA
1233
Garrison Point Advisors
California
$830K +$30.7K +638 +4%
CIA
1234
Cladis Investment Advisory
Montana
$828K -$662K -13,757 -47%
DCM
1235
DGS Capital Management
New Jersey
$827K +$244K +5,070 +49%
CI
1236
CacheTech Inc
Utah
$824K +$195K +4,045 +36%
GS
1237
GWN Securities
Florida
$817K +$46.8K +973 +7%
RWPA
1238
Richard W. Paul & Associates
Michigan
$815K +$57.5K +1,196 +9%
AIM
1239
Athena Investment Management
California
$815K +$9.62K +200 +1%
AG
1240
ASO Group
$815K +$727K +15,116 New
NERM
1241
New England Research & Management
Illinois
$807K -$563K -11,706 -44%
PFA
1242
Pure Financial Advisors
California
$806K +$126K +2,627 +21%
ST
1243
Spinnaker Trust
Maine
$801K -$12.4K -258 -2%
FFS
1244
Founders Financial Securities
Maryland
$801K +$53.2K +1,106 +8%
CM
1245
Capula Management
Cayman Islands
$798K +$526K +10,941 +284%
AI
1246
Accredited Investors
Minnesota
$796K +$144 +3 +0%
BF
1247
bLong Financial
Tennessee
$795K
NL
1248
NWAM LLC
Washington
$795K +$125K +2,595 +22%
RDWM
1249
Red Door Wealth Management
Tennessee
$795K -$73.9K -1,536 -9%
RWMG
1250
Redwood Wealth Management Group
New Jersey
$791K +$55.3K +1,150 +9%