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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
FA
1501
Fiduciary Alliance
South Carolina
$501K -$208K -4,334 -32%
CFP
1502
Catalyst Financial Partners
Massachusetts
$501K +$95.8K +1,992 +27%
AA
1503
Advisory Alpha
Michigan
$500K -$17.8K -371 -4%
LA
1504
LVW Advisors
New York
$498K +$105K +2,174 +31%
HW
1505
HORAN Wealth
Ohio
$498K -$40.6K -844 -8%
VI
1506
Versor Investments
New York
$497K -$409K -8,504 -48%
EA
1507
Everpar Advisors
Oklahoma
$496K -$7.75K -161 -2%
FNBSF
1508
First National Bank Sioux Falls
South Dakota
$496K -$3.8K -79 -0.9%
LBC
1509
Leigh Baldwin & Co
New York
$495K -$68.1K -1,416 -13%
SW
1510
Simplicity Wealth
New Jersey
$494K +$68.7K +1,429 +18%
HNB
1511
Hilltop National Bank
Wyoming
$493K +$48.7K +1,012 +12%
OF
1512
Optimize Financial
California
$493K +$6.16K +128 +1%
HL
1513
HeadInvest LLC
Maine
$491K -$111K -2,306 -20%
PWA
1514
Pitcairn Wealth Advisors
Pennsylvania
$491K +$438K +9,106 New
BFA
1515
Beaumont Financial Advisors
Massachusetts
$490K +$5.1K +106 +1%
CCA
1516
Checchi Capital Advisers
California
$490K +$25.1K +522 +6%
NSAM
1517
North Star Asset Management
Wisconsin
$490K -$63.2K -1,313 -13%
TBT
1518
Texas Bank & Trust
Texas
$490K
BMC
1519
Benin Management Corp
Connecticut
$489K +$48.1K +1,000 +12%
AFM
1520
Armstrong Fleming & Moore
District of Columbia
$486K +$47.3K +983 +12%
CWP
1521
Cyndeo Wealth Partners
Florida
$486K +$37.9K +787 +10%
EI
1522
Ellevest Inc
New York
$485K +$5.24K +109 +1%
CC
1523
Cornerstone Capital
California
$485K
WFS
1524
Widmann Financial Services
Maryland
$484K +$7.5K +156 +2%
PGF
1525
Plan Group Financial
Oklahoma
$483K +$212K +4,417 +97%