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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
SFGP
1926
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$269K -$172K -3,567 -42%
LA
1927
Lifeworks Advisors
Michigan
$268K -$26.8K -557 -10%
NS
1928
NBC Securities
Alabama
$268K +$15K +311 +7%
PGA
1929
Portland Global Advisors
Maine
$268K -$1.83K -38 -0.8%
CP
1930
Camelot Portfolios
Ohio
$267K -$22.7K -471 -9%
MA
1931
MJP Associates
Connecticut
$267K +$238K +4,947 New
SSC
1932
Syverson Strege & Co
Iowa
$266K +$238K +4,939 New
CA
1933
CSM Advisors
Pennsylvania
$266K
CICI
1934
Capital Investment Counsel Inc
North Carolina
$265K -$38.5K -800 -14%
CST
1935
Charles Schwab Trust
Nevada
$265K +$481 +10 +0.2%
WI
1936
Wedgewood Investors
Pennsylvania
$265K -$33.7K -700 -12%
ZCP
1937
Z3 Capital Partners
Virginia
$265K +$236K +4,905 New
PAM
1938
PCG Asset Management
New Jersey
$264K -$10.8K -225 -4%
OL
1939
Optas LLC
Texas
$263K +$235K +4,883 New
ACA
1940
Atlas Capital Advisors
Wyoming
$263K +$234K +4,869 New
GWANC
1941
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K +$234K +4,857 New
PMG
1942
ProVise Management Group
Florida
$261K +$192 +4 +0.1%
CGA
1943
Crescent Grove Advisors
Illinois
$261K +$232K +4,830 New
FA
1944
Faithward Advisors
Pennsylvania
$260K +$722 +15 +0.3%
MWM
1945
Maridea Wealth Management
New York
$260K -$402K -8,352 -63%
EWM
1946
Evermay Wealth Management
Virginia
$260K -$105K -2,188 -31%
KCPG
1947
Kavar Capital Partners Group
Kansas
$259K -$2.94K -61 -1%
CBT
1948
Crews Bank & Trust
Florida
$259K -$21.7K -452 -9%
PE
1949
PCM Encore
Colorado
$259K +$231K +4,794 New
BC
1950
Barrett & Company
Rhode Island
$258K -$72.3K -1,503 -24%