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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
SSWM
1426
Smith Salley Wealth Management
North Carolina
$575K +$71.5K +1,486 +16%
RA
1427
Ransom Advisory
Rhode Island
$573K -$67.3K -1,400 -12%
PL
1428
Plancorp LLC
Missouri
$569K -$18K -374 -3%
AWM
1429
Adams Wealth Management
Utah
$568K -$34K -706 -6%
7WCP
1430
71 West Capital Partners
Massachusetts
$566K +$505K +10,500 New
BIA
1431
Beacon Investment Advisors
Maryland
$566K -$481 -10 -0.1%
FFBTD
1432
First Financial Bank - Trust Division
Ohio
$566K +$6.45K +134 +1%
CG
1433
Cynosure Group
Utah
$565K +$504K +10,475 New
CB
1434
Centennial Bank
Arkansas
$565K -$4.81K -100 -0.9%
SG
1435
StoneX Group
New York
$565K +$32.9K +683 +7%
BWM
1436
BCS Wealth Management
Tennessee
$563K +$251K +5,221 +100%
KAM
1437
Knightsbridge Asset Management
California
$562K +$501K +10,419 New
IP
1438
Indivisible Partners
Florida
$560K +$500K +10,395 New
WP
1439
Westmount Partners
California
$559K -$2.5K -52 -0.5%
KCM
1440
Kathmere Capital Management
Pennsylvania
$555K +$236K +4,897 +91%
FFA
1441
Fi3 Financial Advisors
Indiana
$554K +$495K +10,280 New
AA
1442
Armis Advisers
Georgia
$553K +$249K +5,166 +116%
KTC
1443
Kentucky Trust Company
Kentucky
$552K +$85K +1,767 +21%
AG
1444
AmeriFlex Group
Nevada
$552K +$297K +6,171 +152%
TPWA
1445
TRUE Private Wealth Advisors
Oregon
$552K +$4.96K +103 +1%
IAMOG
1446
Investors Asset Management of Georgia
Georgia
$552K -$3.13K -65 -0.6%
TCM
1447
Traub Capital Management
Massachusetts
$552K +$9.62K +200 +2%
HDA
1448
Harold Davidson & Associates
California
$550K -$7.7K -160 -2%
LSA
1449
Lansing Street Advisors
Pennsylvania
$550K -$3.27K -68 -0.7%
SAM
1450
Secure Asset Management
Michigan
$549K +$2.98K +62 +0.6%