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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
GWAG
1976
Garrett Wealth Advisory Group
Texas
$248K -$10.3K -214 -4%
AAG
1977
Armstrong Advisory Group
Massachusetts
$248K -$28.3K -589 -11%
WAG
1978
Wallace Advisory Group
California
$248K -$103K -2,150 -32%
HPBT
1979
Hickory Point Bank & Trust
Illinois
$248K
BFIC
1980
Bedell Frazier Investment Counselling
California
$247K +$221K +4,587 New
AW
1981
Alchemi Wealth
Connecticut
$247K +$220K +4,571 New
SFG
1982
Skyview Financial Group
Florida
$246K +$220K +4,568 New
WP
1983
Waycross Partners
Kentucky
$246K
NW
1984
Naviter Wealth
Arkansas
$246K -$74K -1,539 -25%
LA
1985
Lakeside Advisors
Washington
$246K +$219K +4,555 New
OHWP
1986
Oak Harbor Wealth Partners
North Carolina
$245K -$79.5K -1,652 -27%
BEAM
1987
Baker Ellis Asset Management
Washington
$244K -$28.9K -600 -12%
SOAMC
1988
Spirit of America Management Corp
New York
$243K
EW
1989
Element Wealth
Mississippi
$242K +$216K +4,491 New
WAG
1990
Winthrop Advisory Group
Massachusetts
$242K +$215K +4,474 New
CCM
1991
Charter Capital Management
Wisconsin
$241K
GLLW
1992
Graves Light Lenhart Wealth
Virginia
$240K -$18.4K -383 -8%
FA
1993
Fagan Associates
New York
$240K -$3.18M -66,048 -94%
FSA
1994
Financial Security Advisor
Virginia
$240K -$15.2K -315 -7%
CMAI
1995
Capital Management Associates Inc
Minnesota
$240K
FHB
1996
First Hawaiian Bank
Hawaii
$239K
WA
1997
WBH Advisory
Maryland
$238K +$212K +4,407 New
BAM
1998
Brave Asset Management
New Jersey
$237K +$212K +4,400 New
BAM
1999
Bellevue Asset Management
Washington
$237K +$289 +6 +0.1%
TC
2000
TFR Capital
Texas
$237K +$211K +4,388 New