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Bristol-Myers Squibb

2,447 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 870 increasing their positions, 956 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 371 | 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: 2,2672,447 (+180)

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
2,447
Holders Change
+180
Holders Change %
+7.94%
% of All Funds
29.76%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.38%
New
371
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
NFG
1276
Nations Financial Group
Iowa
$750K +$384K +7,978 +134%
ONSWM
1277
Old North State Wealth Management
North Carolina
$749K +$140K +2,919 +27%
IHL
1278
Investment House LLC
California
$748K +$7.22K +150 +1%
HI
1279
Harper Investing
California
$745K +$8.66K +180 +1%
CPCM
1280
Cardinal Point Capital Management
Ontario, Canada
$742K -$127K -2,650 -16%
KIM
1281
Kestra Investment Management
Texas
$739K -$14.9K -309 -2%
FWA
1282
FSM Wealth Advisors
Ohio
$736K +$4.23K +88 +0.6%
TWC
1283
TD Waterhouse Canada
Ontario, Canada
$731K -$74K -1,539 -10%
AIA
1284
Affinity Investment Advisors
California
$730K -$6.25K -130 -1%
MA
1285
MONECO Advisors
Connecticut
$729K -$126K -2,628 -16%
AB
1286
Atlas Brown
Kentucky
$727K -$129K -2,689 -17%
WDA
1287
Wendell David Associates
New Hampshire
$724K -$28.9K -600 -4%
CCWA
1288
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$724K +$24.1K +502 +4%
GWM
1289
Gibbs Wealth Management
Georgia
$723K -$99.1K -2,059 -14%
MCM
1290
Manchester Capital Management
Vermont
$723K -$30.6K -636 -5%
ACI
1291
Alpha Cubed Investments
California
$722K
CPBTD
1292
Central Pacific Bank - Trust Division
Hawaii
$720K -$83.1K -1,727 -11%
BPCE
1293
Bank Pictet & Cie (Europe)
Germany
$720K +$642K +13,344 New
A
1294
AlphaQuest
New York
$719K +$96.4K +2,004 +18%
SS
1295
Sunbelt Securities
Texas
$718K +$42.2K +878 +7%
SC
1296
Syon Capital
California
$718K +$99.7K +2,072 +18%
SIA
1297
Soltis Investment Advisors
Utah
$717K +$404K +8,401 +171%
APW
1298
Aventura Private Wealth
Florida
$717K -$76.3K -1,587 -11%
CWG
1299
Cornerstone Wealth Group
North Carolina
$713K -$2.07K -43 -0.3%
MWC
1300
MBM Wealth Consultants
Missouri
$712K +$28.6K +595 +5%