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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 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 370 | Existing positions closed: 143

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: 2,2662,446 (+180)

2.65% more ownership

Funds ownership: 78%80.65% (+2.7%)

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
+180
Holders Change %
+7.94%
% of All Funds
29.76%
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
143
Calls
$1.33B
Puts
$1.91B
Net Calls
-$574M
Net Calls Change
-$527M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
1801
WoodTrust Financial
Wisconsin
$319K
ES
1802
ETF Store
Kansas
$319K +$58K +1,205 +26%
SFS
1803
Solitude Financial Services
Virginia
$319K -$414K -8,600 -59%
TCG
1804
Transcendent Capital Group
Oklahoma
$318K +$284K +5,897 New
ML
1805
McAdam LLC
Pennsylvania
$318K -$3.99K -83 -1%
SCM
1806
Silvant Capital Management
Georgia
$318K -$1.57M -32,702 -85%
CHJWM
1807
Carlton Hofferkamp & Jenks Wealth Management
Texas
$317K
RMP
1808
Richards, Merrill & Peterson
Washington
$316K -$45.5K -946 -14%
OL
1809
OneFund LLC
Florida
$316K +$15.7K +327 +6%
WA
1810
Wealth Architects
California
$315K -$1.78K -37 -0.6%
VIP
1811
Vista Investment Partners
Oklahoma
$314K +$22.6K +470 +9%
FAT
1812
First American Trust
California
$314K +$280K +5,822 New
TC
1813
TownSquare Capital
Utah
$314K -$305K -6,344 -52%
BTWM
1814
Baker Tilly Wealth Management
Wisconsin
$314K -$34.3K -713 -11%
UPS
1815
UHLMANN PRICE SECURITIES
Illinois
$313K +$18.1K +377 +7%
IGGA
1816
Iron Gate Global Advisors
Utah
$312K +$1.49K +31 +0.5%
BFC
1817
Bedel Financial Consulting
Indiana
$312K -$2.5K -52 -0.9%
SWM
1818
SHP Wealth Management
Massachusetts
$312K +$278K +5,783 New
BHIA
1819
Birch Hill Investment Advisors
Massachusetts
$312K +$14.4K +300 +5%
FCG
1820
Fielder Capital Group
Tennessee
$311K +$278K +5,769 New
DA
1821
Dash Acquisitions
California
$311K
C
1822
Covestor
United Kingdom
$311K +$61.6K +1,280 +29%
GEA
1823
Glen Eagle Advisors
New Jersey
$311K -$131K -2,731 -32%
W
1824
Wealthquest
Ohio
$311K +$277K +5,760 New
JJBC
1825
James J. Burns & Company
New York
$310K -$154K -3,201 -36%