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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
BFC
1701
Blue Fin Capital
Rhode Island
$370K -$13.6K -283 -4%
SI
1702
Severin Investments
Missouri
$369K -$8.27K -172 -2%
KIC
1703
Keating Investment Counselors
Florida
$369K -$962 -20 -0.3%
MAM
1704
McLean Asset Management
Virginia
$369K +$9.24K +192 +3%
ZBNA
1705
Zions Bancorporation, National Association
Utah
$368K +$58.6K +1,219 +22%
SP
1706
Saranac Partners
$367K +$20.4K +425 +7%
SWM
1707
Silverlake Wealth Management
Vermont
$367K +$46K +957 +16%
FPCP
1708
Fort Point Capital Partners
California
$366K +$15.4K +321 +5%
PNFS
1709
PW Nova Financial Services
Pennsylvania
$366K +$329K +6,840 New
VBCG
1710
Valley Brook Capital Group
Pennsylvania
$365K
MWA
1711
Midland Wealth Advisors
Illinois
$363K -$79.6K -1,655 -20%
CA
1712
Calton & Associates
Florida
$362K +$323K +6,716 New
WIC
1713
Wilkins Investment Counsel
Massachusetts
$361K
VA
1714
Valmark Advisers
Ohio
$360K +$481 +10 +0.2%
CSC
1715
Caldwell Sutter Capital
California
$360K +$30.7K +638 +11%
CH
1716
Cromwell Holdings
Wyoming
$359K -$2.36K -49 -0.7%
NI
1717
Natural Investments
California
$359K -$13.8K -286 -4%
BRM
1718
Boston Research & Management
Massachusetts
$359K
WBWA
1719
William B. Walkup & Associates
South Carolina
$359K +$42.3K +879 +15%
VCM
1720
Voleon Capital Management
California
$358K -$918K -19,092 -74%
SL
1721
Summitry LLC
California
$357K +$59.2K +1,231 +23%
NFP
1722
Narus Financial Partners
Utah
$357K
WIM
1723
Westside Investment Management
California
$357K +$20.6K +429 +7%
OIS
1724
OneAscent Investment Solutions
Alabama
$356K -$3.56K -74 -1%
TCP
1725
TMB Capital Partners
Arkansas
$356K +$317K +6,592 New