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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
CDDEC
1726
Caisse Des Depots Et Consignations
France
$355K -$1.43M -29,792 -82%
SWIM
1727
Smallwood Wealth Investment Management
New Jersey
$355K
AWM
1728
Accurate Wealth Management
Florida
$355K +$1.49K +31 +0.5%
RCI
1729
RS Crum Inc
California
$354K
WC
1730
Waterloo Capital
Texas
$354K -$122K -2,540 -28%
JGIA
1731
Jackson Grant Investment Advisers
Connecticut
$354K -$23.3K -484 -7%
RDFA
1732
Ritter Daniher Financial Advisory
Ohio
$354K +$24.1K +500 +8%
PP
1733
PDS Planning
Ohio
$353K +$17.6K +365 +6%
MA
1734
MKT Advisors
California
$352K -$15.9K -331 -5%
FTC
1735
Farmers Trust Company
Ohio
$350K +$11.3K +234 +4%
CWM
1736
Chesapeake Wealth Management
Virginia
$349K -$22.8K -473 -7%
CFO
1737
Cambient Family Office
Michigan
$349K +$311K +6,466 New
AP
1738
Anchyra Partners
Georgia
$348K +$311K +6,458 New
MYIA
1739
Mount Yale Investment Advisors
Colorado
$348K +$49K +1,019 +19%
MAM
1740
McLaughlin Asset Management
Illinois
$348K +$310K +6,444 New
CWP
1741
Core Wealth Partners
California
$347K +$58K +1,205 +23%
NAS
1742
NWF Advisory Services
California
$345K +$9.72K +202 +3%
NG
1743
Novem Group
New York
$345K +$8.8K +183 +3%
PWPS
1744
Pinnacle Wealth Planning Services
Ohio
$345K -$10.5K -218 -3%
AFW
1745
Avantra Family Wealth
Pennsylvania
$344K -$3.17K -66 -1%
NECFA
1746
New England Capital Financial Advisors
Connecticut
$344K +$7.89K +164 +3%
KFA
1747
Kapstone Financial Advisors
Ohio
$344K
CAM
1748
Cozad Asset Management
Illinois
$343K -$8.13K -169 -3%
ABLA
1749
Alan B. Lancz & Associates
Ohio
$343K -$7.22K -150 -2%
TFG
1750
Tilson Financial Group
New Jersey
$342K -$4.62K -96 -1%