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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
OFG
1951
Oxford Financial Group
Indiana
$258K -$2.69K -56 -1%
SEIA
1952
Signature Estate & Investment Advisors
California
$258K -$10.1K -209 -4%
EWM
1953
Elmwood Wealth Management
California
$258K +$230K +4,776 New
GCA
1954
Genesee Capital Advisors
New York
$258K -$4.43K -92 -2%
WTA
1955
Washington Trust Advisors
Massachusetts
$257K
M
1956
MOTCO
Texas
$257K +$11.2K +232 +5%
MG
1957
Mather Group
Illinois
$257K +$81.3K +1,689 +55%
TWA
1958
TCI Wealth Advisors
Arizona
$257K +$2.12K +44 +0.9%
GAM
1959
Gould Asset Management
California
$257K
PVAMC
1960
PPS&V Asset Management Consultants
Michigan
$256K -$21.9K -455 -9%
HBW
1961
Hazlett, Burt & Watson
West Virginia
$256K
KOC
1962
Koss-Olinger Consulting
Florida
$256K +$16.4K +341 +8%
V
1963
VeraBank
Texas
$256K -$1.59K -33 -0.7%
FUBT
1964
First United Bank & Trust
Maryland
$256K
FCA
1965
FLC Capital Advisors
California
$255K +$228K +4,730 New
SCM
1966
SCS Capital Management
Massachusetts
$255K -$67.6K -1,406 -23%
GHA
1967
Good Harbor Advisors
Massachusetts
$254K +$227K +4,711 New
LIM
1968
Lathrop Investment Management
Arkansas
$254K +$227K +4,716 New
TF
1969
Tompkins Financial
New York
$253K -$48.9K -1,016 -18%
NCM
1970
Novare Capital Management
North Carolina
$251K
NI
1971
NDVR Inc
Massachusetts
$251K +$223K +4,645 New
MP
1972
Moment Partners
California
$250K
MFS
1973
Mirabella Financial Services
United Kingdom
$250K -$1.73M -35,913 -89%
EV
1974
EJMK Ventures
Illinois
$249K +$222K +4,612 New
TWM
1975
Tradition Wealth Management
Minnesota
$249K +$222K +4,611 New