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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
KP
1451
Keel Point
Alabama
$548K +$101K +2,104 +26%
BWM
1452
BankPlus Wealth Management
Mississippi
$548K -$15.8K -328 -3%
OC
1453
Oakworth Capital
Alabama
$547K
NPA
1454
Nichols & Pratt Advisers
Massachusetts
$547K
BBI
1455
Baxter Bros Inc
Connecticut
$546K -$13K -270 -3%
TTIC
1456
Tower Trust & Investment Company
Iowa
$546K +$529 +11 +0.1%
WIM
1457
WealthPlan Investment Management
Nebraska
$546K +$103K +2,142 +27%
BCB
1458
Brian C. Broderick
$546K
CCFCSB
1459
Cape Cod Five Cents Savings Bank
Massachusetts
$545K
GD
1460
Grandfield & Dodd
New York
$543K -$48.2K -1,001 -9%
WFM
1461
Wolff Financial Management
Michigan
$542K
BHC
1462
Bowen Hanes & Co
Florida
$542K +$483K +10,045 New
ACM
1463
Aurdan Capital Management
Pennsylvania
$541K -$5.1K -106 -1%
KJHP
1464
K.J. Harrison & Partners
Ontario, Canada
$540K +$482K +10,017 New
FMI
1465
Frec Markets Inc
California
$540K +$481K +10,002 New
ABWM
1466
Alpine Bank Wealth Management
Colorado
$538K -$4.67K -97 -1%
CF
1467
Centaurus Financial
California
$538K -$29.1K -605 -6%
NHT
1468
New Hampshire Trust
New Hampshire
$535K -$1.44K -30 -0.3%
JRPIM
1469
Journey Retirement Planning & Investment Management
Idaho
$535K +$477K +9,924 New
AFP
1470
Ausdal Financial Partners
Iowa
$535K +$58.5K +1,215 +14%
RPC
1471
Rossmore Private Capital
Connecticut
$534K -$323K -6,715 -40%
FCH
1472
Freestone Capital Holdings
Washington
$534K -$36.4K -756 -7%
MYLI
1473
Meiji Yasuda Life Insurance
Japan
$533K +$175K +3,640 +58%
6F
1474
626 Financial
Michigan
$532K -$10.3K -214 -2%
HFM
1475
Harvest Fund Management
China
$532K +$475K +9,870 New