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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
FFN
1901
Focus Financial Network
Minnesota
$279K +$962 +20 +0.4%
PWP
1902
Phillips Wealth Planners
Mississippi
$279K -$39.4K -820 -14%
OWA
1903
One Wealth Advisors
California
$279K +$11.7K +244 +5%
CAM
1904
Columbia Asset Management
Michigan
$279K
IA
1905
Intellus Advisors
Florida
$277K +$247K +5,144 New
UIM
1906
Unified Investment Management
Georgia
$277K -$62.2K -1,293 -20%
SSWM
1907
Sheets Smith Wealth Management
North Carolina
$277K +$24.9K +518 +11%
SCM
1908
Sterneck Capital Management
Missouri
$276K -$19.3K -401 -7%
TCBWMS
1909
Texas Capital Bank Wealth Management Services
Texas
$275K +$246K +5,106 New
PCMI
1910
Paradigm Capital Management Inc
New York
$275K
SIM
1911
Sentry Investment Management
Wisconsin
$275K
CA
1912
CWC Advisors
Oregon
$275K -$96 -2 -0%
PBO
1913
Peoples Bank (Ohio)
Ohio
$273K +$12K +250 +5%
CBT
1914
CoreFirst Bank & Trust
Kansas
$273K -$106K -2,210 -30%
TLCM
1915
Twin Lakes Capital Management
California
$271K +$2.6K +54 +1%
PIA
1916
Perennial Investment Advisors
California
$271K -$1.01K -21 -0.4%
LP
1917
LMR Partners
United Kingdom
$270K -$3.6M -74,775 -94%
CS
1918
Capital Square
Tennessee
$270K -$47.7K -991 -17%
BC
1919
Bridgefront Capital
Texas
$270K -$1.37M -28,393 -85%
SWP
1920
Strategic Wealth Partners
Ohio
$270K -$48K -997 -17%
SWTS
1921
Stonehaven Wealth & Tax Solutions
Wisconsin
$270K -$14.5K -302 -6%
MAM
1922
Morse Asset Management
Connecticut
$270K -$38.5K -800 -14%
SFFS
1923
Stonehage Fleming Financial Services
Jersey
$270K
GIPW
1924
Granite Islands Private Wealth
Connecticut
$270K +$241K +5,000 New
LC
1925
LCNB Corp
Ohio
$269K +$11.5K +240 +5%