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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
RPCONE
1376
Retirement Planning Company of New England
Rhode Island
$621K -$3.32K -69 -0.6%
SFWA
1377
Summit Financial Wealth Advisors
Louisiana
$620K +$21.4K +444 +4%
HFM
1378
Hartford Financial Management
Connecticut
$619K -$112K -2,334 -17%
CAL
1379
Capital Analysts LLC
Pennsylvania
$619K -$65.6K -1,363 -11%
SAM
1380
Sagewood Asset Management
New York
$619K +$552K +11,474 New
BFO
1381
Biltmore Family Office
North Carolina
$613K +$55.8K +1,160 +11%
AIM
1382
Anchor Investment Management
South Carolina
$610K +$17.8K +371 +3%
LAM
1383
Lewis Asset Management
California
$609K +$35.8K +744 +7%
IBOK
1384
Independence Bank of Kentucky
Kentucky
$609K -$16.8K -349 -3%
ORC
1385
O'Rourke & Company
Massachusetts
$609K +$123K +2,567 +29%
WCP
1386
Wick Capital Partners
Pennsylvania
$608K +$542K +11,265 New
MMC
1387
Mizuho Markets Cayman
Cayman Islands
$608K +$542K +11,264 New
MFF
1388
Michels Family Financial
Texas
$607K +$9.14K +190 +2%
EFH
1389
Eaton Financial Holdings
Florida
$606K +$91.5K +1,903 +20%
PAG
1390
Poinciana Advisors Group
Florida
$606K +$540K +11,229 New
PI
1391
Pettee Investors
Connecticut
$605K
ACA
1392
Aspire Capital Advisors
Washington
$603K -$1.25K -26 -0.2%
FNFDCM
1393
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$603K +$144 +3 +0%
CWS
1394
Confluence Wealth Services
Pennsylvania
$602K -$15.3K -318 -3%
IAG
1395
Ipsen Advisor Group
Arkansas
$602K +$19.2K +400 +4%
FNT
1396
First Nebraska Trust
Nebraska
$599K -$1.59K -33 -0.3%
YIA
1397
YHB Investment Advisors
Connecticut
$599K -$2.02K -42 -0.4%
FAM
1398
Fulcrum Asset Management
United Kingdom
$597K -$15.7K -326 -3%
SAG
1399
SageView Advisory Group
California
$595K +$49.8K +1,036 +10%
BBA
1400
Baader Bank Aktiengesellschaft
Germany
$593K +$59.1K +1,229 +12%