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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
ASC
1751
Atalanta Sosnoff Capital
New York
$341K -$13.2K -275 -4%
HWM
1752
Hohimer Wealth Management
Washington
$340K -$7.6K -158 -2%
NP
1753
NorthRock Partners
Minnesota
$340K -$1.28M -26,594 -81%
EBA
1754
Eagle Bay Advisors
New York
$340K +$5.44K +113 +2%
GWI
1755
Grace & White Inc
New York
$339K
TAM
1756
Todd Asset Management
Kentucky
$339K +$22.2K +462 +8%
TWP
1757
Triad Wealth Partners
Kansas
$338K +$302K +6,270 New
PM
1758
Penbrook Management
New York
$337K +$301K +6,250 New
GI
1759
Gradient Investments
Minnesota
$336K -$7.26K -151 -2%
MWPCG
1760
Measured Wealth Private Client Group
New Hampshire
$336K -$137K -2,843 -31%
HCM
1761
Hilton Capital Management
New York
$336K
MAM
1762
Mainsail Asset Management
Alabama
$335K +$299K +6,211 New
CSI
1763
Cross Staff Investments
New York
$335K -$33.4K -695 -10%
PFS
1764
Professional Financial Solutions
Virginia
$335K +$298K +6,202 New
CS
1765
Crescent Sterling
Louisiana
$334K -$5.24K -109 -2%
EFMC
1766
Empire Financial Management Company
New York
$334K +$9.62K +200 +3%
TWD
1767
True Wealth Design
Ohio
$334K +$246K +5,112 +476%
NIM
1768
Northeast Investment Management
Massachusetts
$333K -$25.5K -530 -8%
IFS
1769
Ifrah Financial Services
Arkansas
$333K -$7.6K -158 -2%
SIAG
1770
Signet Investment Advisory Group
Rhode Island
$332K
JGGDR
1771
JGP Global Gestao de Recursos
Brazil
$331K -$30.7K -639 -9%
TBNY
1772
Trustco Bank (New York)
New York
$330K +$19.2K +400 +7%
CA
1773
Cornerstone Advisory
Maryland
$330K -$3.94K -82 -1%
SAM
1774
Summit Asset Management
Tennessee
$330K +$722 +15 +0.2%
EPG
1775
Estate Planners Group
Pennsylvania
$329K +$294K +6,108 New