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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
SSW
1351
Stone Summit Wealth
Florida
$653K +$273K +5,680 +88%
FWP
1352
FAS Wealth Partners
Kansas
$652K +$237K +4,933 +69%
ITIM
1353
Indiana Trust & Investment Management
Indiana
$652K
LF
1354
Lantz Financial
Illinois
$649K +$140K +2,901 +32%
QPWM
1355
Quadrant Private Wealth Management
Pennsylvania
$642K -$25.4K -529 -4%
DTC
1356
Davidson Trust Company
Washington
$641K -$81.5K -1,695 -12%
BHBT
1357
Burke & Herbert Bank & Trust
Virginia
$639K -$91.4K -1,900 -14%
NWM
1358
Northcape Wealth Management
New York
$637K -$24.1K -501 -4%
WPW
1359
Waldron Private Wealth
Pennsylvania
$636K -$7.12K -148 -1%
DWM
1360
Diversify Wealth Management
Utah
$635K -$32.2K -670 -6%
KCM
1361
KRS Capital Management
Michigan
$635K +$481 +10 +0.1%
QWM
1362
Quadcap Wealth Management
Texas
$634K -$29.9K -621 -5%
IPW
1363
Impact Partnership Wealth
Georgia
$633K -$1M -20,813 -64%
S
1364
Steadtrust
Texas
$633K +$564K +11,732 New
AP
1365
Atwood & Palmer
Missouri
$633K
WG
1366
Welch Group
Alabama
$632K +$34.6K +720 +7%
OC
1367
Opinicus Capital
Florida
$631K -$307K -6,373 -35%
PCC
1368
Park Circle Company
Maryland
$631K
FWM
1369
Forteris Wealth Management
New York
$631K +$563K +11,700 New
KRW
1370
Kaufman Rossin Wealth
Florida
$629K +$561K +11,653 New
AA
1371
Apriem Advisors
California
$628K +$20.7K +430 +4%
AWA
1372
Argos Wealth Advisors
California
$626K +$558K +11,600 New
CPW
1373
Cove Private Wealth
New York
$624K -$33.4K -695 -6%
CC
1374
Chicago Capital
Illinois
$624K +$19.5K +405 +4%
CGL
1375
Clarius Group LLC
Washington
$621K -$49.4K -1,027 -8%