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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
CFGW
1401
Chancellor Financial Group WB
Pennsylvania
$592K +$120K +2,501 +29%
PCM
1402
Polymer Capital Management
New York
$590K +$170K +3,525 +48%
BWP
1403
BSW Wealth Partners
Colorado
$590K -$16.8K -349 -3%
KC
1404
Knuff & Co
California
$590K +$9.62K +200 +2%
WP
1405
WealthShield Partners
North Carolina
$588K +$36.5K +759 +7%
YAIA
1406
Yanni & Associates Investment Advisors
Pennsylvania
$588K +$524K +10,900 New
AAA
1407
American Alpha Advisors
New York
$588K +$66.1K +1,375 +14%
PFA
1408
Pettinga Financial Advisors
Indiana
$587K
JIP
1409
Jaffetilchin Investment Partners
Florida
$586K -$42.5K -884 -8%
TWM
1410
Tortuga Wealth Management
California
$584K +$521K +10,827 New
EHC
1411
Everett Harris & Co
California
$583K -$144K -3,000 -22%
DWM
1412
Drive Wealth Management
Utah
$583K +$274K +5,695 +111%
WPA
1413
Winning Points Advisors
Florida
$583K +$520K +10,808 New
AIP
1414
Arrowpoint Investment Partners
Singapore
$583K +$520K +10,806 New
AWM
1415
Aries Wealth Management
Maine
$583K -$13.5K -280 -3%
TPA
1416
Trivium Point Advisory
Connecticut
$581K +$106K +2,212 +26%
SCM
1417
SOL Capital Management
Maryland
$581K +$72.2K +1,500 +16%
LAM
1418
L2 Asset Management
Massachusetts
$581K +$106K +2,194 +26%
FNB
1419
Farmers National Bank
Kentucky
$581K
GVAG
1420
Great Valley Advisor Group
Delaware
$580K +$26.5K +551 +5%
ALAM
1421
Asahi Life Asset Management
Japan
$579K +$517K +10,740 New
NAAA
1422
New Age Alpha Advisors
New York
$578K +$516K +10,716 New
WIC
1423
Woodmont Investment Counsel
Tennessee
$578K -$33.6K -699 -6%
AIM
1424
Aspen Investment Management
Michigan
$575K +$179K +3,725 +54%
GM
1425
GeoWealth Management
Illinois
$575K -$11.5K -239 -2%