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Bristol-Myers Squibb

2,447 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 870 increasing their positions, 956 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 371 | 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: 2,2672,447 (+180)

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
2,447
Holders Change
+180
Holders Change %
+7.94%
% of All Funds
29.76%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.38%
New
371
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
RWM
1576
Riverbend Wealth Management
South Carolina
$451K +$15.4K +321 +4%
VIPI
1577
Vista Investment Partners II
Indiana
$450K -$57K -1,184 -12%
MTC
1578
McDaniel Terry & Co
Texas
$449K -$12K -250 -3%
NWMG
1579
National Wealth Management Group
Ohio
$449K +$19.9K +414 +5%
GWM
1580
Graybill Wealth Management
Illinois
$449K
T
1581
Tidemark
California
$448K -$9.72K -202 -2%
AC
1582
Apella Capital
Connecticut
$445K +$116K +2,415 +41%
LC
1583
Lawood & Co
Pennsylvania
$444K +$396K +8,225 New
MWS
1584
MFA Wealth Services
California
$443K +$72.3K +1,502 +22%
PDL
1585
Portfolio Design Labs
California
$443K +$62.1K +1,291 +19%
NSB
1586
Norway Savings Bank
Maine
$442K +$144 +3 +0%
MPWS
1587
McCarter Private Wealth Services
Massachusetts
$442K +$157K +3,255 +66%
LRPA
1588
L. Roy Papp & Associates
Arizona
$441K
SCM
1589
Schnieders Capital Management
California
$440K -$36.1K -750 -8%
PCG
1590
Prosperity Consulting Group
Maryland
$440K +$21.9K +455 +6%
CFSG
1591
Clark Financial Services Group
Missouri
$436K -$33.5K -697 -8%
HR
1592
Hardy Reed
Mississippi
$436K +$12.7K +263 +3%
TYCC
1593
Texas Yale Capital Corp
Florida
$434K
CC
1594
Commons Capital
Massachusetts
$434K -$16.6K -345 -4%
FFG
1595
Fiduciary Financial Group
California
$433K -$11.4K -238 -3%
CIAM
1596
Caitong International Asset Management
Hong Kong
$432K -$70.9K -1,474 -16%
TPI
1597
Trust Point Inc
Wisconsin
$432K +$22.2K +461 +6%
JDLA
1598
J. Derek Lewis & Associates
California
$432K +$385K +8,003 New
GIM
1599
Guardian Investment Management
California
$432K -$72.2K -1,500 -16%
NA
1600
Nordwand Advisors
Pennsylvania
$432K -$962 -20 -0.2%