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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
TAM
1776
Tucker Asset Management
Colorado
$329K +$294K +6,102 New
SB
1777
Strategic Blueprint
Georgia
$329K -$221K -4,589 -43%
OWM
1778
OneAscent Wealth Management
Alabama
$329K -$10.5K -218 -3%
JSA
1779
Jim Saulnier & Associates
Colorado
$328K
PWM
1780
Palacios Wealth Management
Florida
$327K -$107K -2,230 -27%
SM
1781
Salzhauer Michael
$326K
ISS
1782
Intesa Sanpaolo SpA.
Italy
$326K +$290K +6,019 New
AWMM
1783
Aegis Wealth Management (Maryland)
Maryland
$326K +$529 +11 +0.2%
IIL
1784
Income Insurance Ltd
$326K +$291K +6,049 New
FBT
1785
First Bank & Trust
South Dakota
$326K -$32.3K -671 -10%
IIM
1786
Ironwood Investment Management
Massachusetts
$326K
PRTG
1787
Post Resch Tallon Group
New York
$326K +$18.2K +379 +7%
HCG
1788
Haven Capital Group
California
$325K -$87.4K -1,816 -23%
MA
1789
MBA Advisors
Pennsylvania
$325K -$51.6K -1,073 -15%
WKWM
1790
Walter & Keenan Wealth Management
Indiana
$325K -$14.2K -296 -5%
TF
1791
Trek Financial
Arizona
$324K -$1.3M -26,966 -82%
Cohen & Steers
1792
Cohen & Steers
New York
$324K
RC
1793
Rexford Capital
Texas
$324K -$28.9K -600 -9%
TWA
1794
Trace Wealth Advisors
California
$324K -$28.1K -585 -9%
GWM
1795
Greenwich Wealth Management
Connecticut
$322K +$287K +5,969 New
SP
1796
Symmetry Partners
Connecticut
$322K +$287K +5,961 New
SA
1797
Sovran Advisors
California
$321K -$29.2K -608 -10%
RPGK
1798
Retirement Planning Group (Kansas)
Kansas
$320K +$39.9K +830 +16%
DP
1799
Denver PWM
Colorado
$319K
TC
1800
Trilogy Capital
California
$319K -$13.5K -280 -5%