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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
HFS
1476
Hantz Financial Services
Michigan
$530K +$79K +1,643 +20%
PPA
1477
Pacific Point Advisors
California
$529K
ACP
1478
Argyle Capital Partners
California
$529K -$22.8K -473 -5%
CCP
1479
Cane Capital Partners
Louisiana
$526K +$469K +9,753 New
KCP
1480
Kera Capital Partners
California
$526K +$460K +9,554 New
USB
1481
Union Savings Bank
Connecticut
$524K +$468K +9,722 New
AWE
1482
Avidian Wealth Enterprises
Texas
$523K -$157K -3,272 -25%
ECM
1483
Estabrook Capital Management
New York
$523K -$15.1K -314 -3%
BFA
1484
Bill Few Associates
Pennsylvania
$523K +$19.4K +404 +4%
LWP
1485
LeClair Wealth Partners
Ohio
$520K
CHC
1486
City Holding Co
West Virginia
$519K -$90.3K -1,878 -16%
CCIA
1487
Cherry Creek Investment Advisors
Colorado
$518K +$3.8K +79 +0.8%
FCA
1488
Fortis Capital Advisors
Kansas
$518K +$462K +9,596 New
CIC
1489
Chilton Investment Company
Connecticut
$516K
SMA
1490
Sage Mountain Advisors
Georgia
$516K +$70.2K +1,460 +18%
AL
1491
Aspiriant LLC
California
$515K +$161K +3,349 +54%
JMFC
1492
J.M. Forbes & Co
Massachusetts
$511K -$914 -19 -0.2%
CIA
1493
Cohen Investment Advisors
New Hampshire
$510K -$962 -20 -0.2%
IF
1494
Ironwood Financial
Arizona
$509K +$4.81K +100 +1%
DE
1495
Diversified Enterprises
Delaware
$509K +$75.3K +1,565 +20%
SP
1496
Stonebrook Private
Michigan
$506K +$24.9K +517 +6%
CIAS
1497
CFS Investment Advisory Services
New Jersey
$503K -$99.4K -2,066 -18%
HIA
1498
Harbor Investment Advisory
Maryland
$503K +$10.8K +224 +2%
JF
1499
Jump Financial
Illinois
$503K -$9.88M -205,402 -96%
IPAM
1500
Investment Partners Asset Management
New Jersey
$501K