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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
RWA
1826
River Wealth Advisors
Pennsylvania
$310K -$21.6K -450 -7%
MEG
1827
Millstone Evans Group
Colorado
$310K -$28K -582 -9%
APG
1828
Abacus Planning Group
South Carolina
$309K +$4.71K +98 +2%
RCA
1829
Ranch Capital Advisors
Florida
$309K -$9.72K -202 -3%
NB
1830
Northwest Bancshares
Pennsylvania
$309K
B
1831
Bailard
California
$309K -$22.2K -461 -7%
CPSAC
1832
Chas P. Smith & Associates (CPS)
Florida
$308K +$55.8K +1,160 +26%
SRC
1833
Shufro Rose & Co
New York
$307K -$135K -2,800 -33%
CCA
1834
Cravens & Co Advisors
Tennessee
$307K -$1.11K -23 -0.4%
OCPWS
1835
One Charles Private Wealth Services
Massachusetts
$307K -$44K -915 -14%
BWA
1836
Basecamp Wealth Advisors
Washington
$306K +$273K +5,676 New
LI
1837
LMCG Investments
Massachusetts
$306K
BHPW
1838
Beverly Hills Private Wealth
California
$306K +$12.5K +259 +5%
OBGC
1839
O'Brien Greene & Co
Pennsylvania
$305K
ZF
1840
Zhang Financial
Michigan
$305K -$15.1K -314 -5%
MFWP
1841
Mosaic Family Wealth Partners
Missouri
$304K +$44.8K +931 +20%
FS
1842
Ferguson Shapiro
Georgia
$303K +$529 +11 +0.2%
JC
1843
JB Capital
Connecticut
$303K
PIMG
1844
Patriot Investment Management Group
Tennessee
$302K -$722 -15 -0.3%
PWP
1845
Private Wealth Partners
California
$302K -$16.8K -350 -6%
LWM
1846
Lyell Wealth Management
California
$302K -$2.4K -50 -0.9%
CSPIA
1847
Cary Street Partners Investment Advisory
Virginia
$301K +$43.3K +901 +19%
AWM
1848
Aberdeen Wealth Management
Illinois
$301K -$19.2K -400 -7%
MAWA
1849
Moss Adams Wealth Advisors
Washington
$301K +$23.7K +492 +10%
CIG
1850
Cascade Investment Group
Colorado
$300K -$19.2K -399 -7%