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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
MFFIA
1601
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$432K
RC
1602
RBF Capital
California
$432K +$385K +8,000 New
BCM
1603
Becker Capital Management
Oregon
$431K +$71.3K +1,482 +23%
TS
1604
Tamar Securities
California
$431K -$261K -5,427 -40%
TFIPS
1605
Towarzystwo Funduszy Inwestycyjnych PZU SA
$430K
TGAM
1606
TBH Global Asset Management
Tennessee
$428K +$32.8K +681 +9%
LMFP
1607
Larry Mathis Financial Planning
Arizona
$427K +$381K +7,922 New
MAM
1608
Meeder Asset Management
Ohio
$426K +$358K +7,440 +1,607%
NA
1609
Navellier & Associates
Nevada
$426K -$257K -5,351 -40%
LFM
1610
LGT Fund Management
Liechtenstein
$425K
WAS
1611
Wealth Advisory Solutions
Indiana
$423K +$23.8K +495 +7%
FCB
1612
First County Bank
Connecticut
$422K -$89.1K -1,852 -19%
CWMGO
1613
Capstone Wealth Management Group (Oregon)
Oregon
$422K +$86.6K +1,800 +30%
KWMG
1614
King Wealth Management Group
Florida
$422K +$24.4K +507 +7%
RC
1615
Roundview Capital
New Jersey
$422K -$69.8K -1,450 -16%
QWP
1616
Quotient Wealth Partners
Texas
$421K +$1.25K +26 +0.3%
AWM
1617
Avior Wealth Management
Nebraska
$421K +$375K +7,804 New
BRPW
1618
Ballast Rock Private Wealth
South Carolina
$421K +$375K +7,800 New
GWMR
1619
GC Wealth Management RIA
Massachusetts
$421K -$4.77M -99,204 -93%
FFA
1620
Founders Financial Alliance
North Carolina
$421K -$79.6K -1,654 -17%
SLI
1621
Sumitomo Life Insurance
Japan
$419K +$4.14K +86 +1%
CA
1622
Crewe Advisors
Utah
$418K +$4.81K +100 +1%
KFI
1623
Key Financial Inc
Pennsylvania
$418K
AA
1624
Alta Advisers
United Kingdom
$418K -$115K -2,400 -24%
NA
1625
Nautilus Advisors
California
$417K -$62.2K -1,292 -14%