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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
MMM
1526
Mendel Money Management
Illinois
$483K -$128K -2,670 -23%
PWM
1527
Pursuit Wealth Management
Florida
$483K +$431K +8,955 New
FSA
1528
Franklin Street Advisors
North Carolina
$483K -$22M -458,206 -98%
LAM
1529
LECAP Asset Management
United Kingdom
$483K +$76.2K +1,583 +21%
VCAM
1530
Van Cleef Asset Management
Ohio
$482K -$159K -3,311 -27%
VCWA
1531
Vanguard Capital Wealth Advisors
Colorado
$481K +$108K +2,255 +34%
FMB
1532
Field & Main Bank
Kentucky
$480K -$7.22K -150 -2%
BP
1533
BBR Partners
New York
$480K -$2.12K -44 -0.5%
BAAM
1534
Baker Avenue Asset Management
California
$479K +$7.07K +147 +2%
AMIM
1535
Aull & Monroe Investment Management
Alabama
$479K -$74.6K -1,550 -15%
LCM
1536
LCM Capital Management
Illinois
$477K -$46.8K -973 -10%
MPWT
1537
MassMutual Private Wealth & Trust
Connecticut
$476K +$34.1K +709 +9%
MEAC
1538
M.E. Allison & Co
Texas
$475K +$48 +1 +0%
CT
1539
Colonial Trust
South Carolina
$475K -$9.86K -205 -2%
MCA
1540
MSH Capital Advisors
Arizona
$475K +$36.8K +764 +10%
AAS
1541
Ameritas Advisory Services
Nebraska
$473K +$29.2K +607 +7%
TCWA
1542
Turtle Creek Wealth Advisors
Texas
$473K +$187K +3,885 +79%
CCWM
1543
Cassaday & Co Wealth Management
Virginia
$473K -$21.7K -451 -5%
IRC
1544
Investors Research Corp
Georgia
$472K
CMP
1545
Christine Messmer PC
Pennsylvania
$472K +$421K +8,752 New
AWA
1546
Arete Wealth Advisors
Illinois
$472K +$7.6K +158 +2%
ITFISA
1547
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$472K -$541K -11,250 -56%
BST
1548
Bath Savings Trust
Maine
$472K +$9.53K +198 +2%
WDG
1549
Wealth Dimensions Group
Ohio
$471K -$2.74K -57 -0.6%
AWA
1550
Acorn Wealth Advisors
Michigan
$469K +$4.33K +90 +1%