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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
KWM
1326
Keebeck Wealth Management
Illinois
$680K +$4.33K +90 +0.7%
DAS
1327
Diversify Advisory Services
Utah
$679K -$54.1K -1,125 -8%
OFS
1328
OneAscent Financial Services
Alabama
$678K +$137K +2,840 +29%
PFS
1329
Physicians Financial Services
North Carolina
$678K -$16.3K -339 -3%
GIM
1330
Gold Investment Management
Alberta, Canada
$677K +$2.55K +53 +0.4%
WSCM
1331
Wellington Shields Capital Management
New York
$674K +$337K +7,006 +128%
CA
1332
Callahan Advisors
Texas
$674K +$67.7K +1,407 +13%
PWP
1333
Principle Wealth Partners
Connecticut
$673K +$28.9K +600 +5%
IP
1334
Investment Partners
Ohio
$673K -$24.7K -513 -4%
CCA
1335
Childress Capital Advisors
Texas
$668K +$206K +4,283 +53%
OBWG
1336
Onyx Bridge Wealth Group
New York
$667K -$55.9K -1,161 -9%
SFM
1337
Signet Financial Management
New Jersey
$667K -$35.7K -742 -6%
RIA
1338
Regal Investment Advisors
Michigan
$662K +$298K +6,192 +102%
MBT
1339
Montecito Bank & Trust
California
$661K -$14.9K -309 -2%
CFG
1340
Capital Financial Group
Colorado
$660K +$589K +12,243 New
LOWM
1341
Laurel Oak Wealth Management
New Jersey
$660K +$589K +12,242 New
LCM
1342
LVM Capital Management
Michigan
$659K -$26.5K -550 -4%
JSW
1343
Journey Strategic Wealth
New Jersey
$659K -$99.3K -2,064 -14%
SW
1344
SlateStone Wealth
Florida
$658K +$586K +12,190 New
CGIM
1345
Capital Group Investment Management
Singapore
$658K -$52.5K -1,092 -8%
TCMG
1346
TSP Capital Management Group
New Jersey
$657K -$826K -17,175 Closed
FSA
1347
Fort Sheridan Advisors
Illinois
$656K +$181K +3,768 +45%
TSW
1348
Thompson Siegel & Walmsley
Virginia
$656K -$9.62K -200 -2%
3IP
1349
3Chopt Investment Partners
Virginia
$655K -$689K -14,322 -54%
SFC
1350
SYM Financial Corp
Indiana
$654K +$221K +4,591 +61%