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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
PIA
1551
Powell Investment Advisors
Florida
$467K
FWP
1552
Flatrock Wealth Partners
California
$466K +$416K +8,648 New
FFC
1553
First Financial Corp
Indiana
$466K -$24.4K -507 -6%
SIC
1554
Shoker Investment Counsel
Ohio
$466K +$26.3K +546 +7%
AO
1555
Advisor OS
Illinois
$465K +$51.6K +1,072 +14%
SFG
1556
Southern Financial Group
Alabama
$464K +$413K +8,593 New
E
1557
Evansbrook
Illinois
$462K +$412K +8,571 New
MW
1558
Marble Wealth
Alabama
$462K +$412K +8,567 New
MCM
1559
Marathon Capital Management
Maryland
$462K
ISFAN
1560
Investor's Fiduciary Advisor Network
Washington
$461K +$27.8K +578 +7%
LPT
1561
Legacy Private Trust
Wisconsin
$460K -$29.3K -610 -7%
AFM
1562
Abbot Financial Management
Massachusetts
$459K -$45K -935 -10%
LWCFA
1563
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$458K -$962 -20 -0.2%
CIC
1564
Crawford Investment Counsel
Georgia
$458K +$5.58K +116 +1%
CFS
1565
Commonwealth Financial Services
West Virginia
$457K +$9.29K +193 +2%
SFA
1566
Souders Financial Advisors
Ohio
$457K +$44.4K +922 +12%
FB
1567
Fulton Bank
Pennsylvania
$456K -$191K -3,978 -32%
FIB
1568
First Interstate Bank
Montana
$455K -$2.52M -52,361 -86%
PCM
1569
Perkins Capital Management
Minnesota
$455K
CFO
1570
CVA Family Office
Colorado
$454K -$25.9K -538 -6%
WAM
1571
Walker Asset Management
Missouri
$454K +$6.3K +131 +2%
KWM
1572
Kassira Wealth Management
Tennessee
$453K -$12.8K -266 -3%
SOW
1573
State of Wyoming
Wyoming
$452K -$8.03K -167 -2%
BO
1574
Bank OZK
Arkansas
$452K -$4.62K -96 -1%
BIM
1575
Baldwin Investment Management
Pennsylvania
$452K +$289 +6 +0.1%