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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 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 370 | Existing positions closed: 142

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
142
Calls
$1.33B
Puts
$1.91B
Net Calls
-$574M
Net Calls Change
-$527M
Name Holding Trade Value Shares
Change
Change in
Stake
VC
2001
Vicus Capital
Pennsylvania
$237K +$211K +4,387 New
WIA
2002
Westbourne Investment Advisors
Maryland
$236K +$211K +4,377 New
IDA
2003
Intelligence Driven Advisers
California
$236K +$211K +4,376 New
WI
2004
Westbourne Investments
Virginia
$236K +$210K +4,375 New
PWW
2005
Pettyjohn Wood & White
Virginia
$236K -$17.1K -356 -8%
QFA
2006
Quantum Financial Advisors
California
$236K +$210K +4,372 New
ICP
2007
Impact Capital Partners
Colorado
$235K +$210K +4,363 New
DI
2008
DDFG Inc
California
$235K +$210K +4,363 New
RFA
2009
Resurgent Financial Advisors
Georgia
$235K +$210K +4,357 New
ADL
2010
Asset Dedication LLC
California
$234K -$115K -2,397 -36%
HC
2011
Hourglass Capital
Texas
$234K +$208K +4,330 New
FNBOO
2012
First National Bank of Omaha
Nebraska
$233K +$207K +4,296 New
KAS
2013
KPP Advisory Services
Kentucky
$233K -$104K -2,160 -33%
LI
2014
LRI Investments
Florida
$233K +$90.4K +1,879 +77%
AAS
2015
Annex Advisory Services
Wisconsin
$233K -$10.8K -225 -5%
BOS
2016
Bank of Stockton
California
$232K -$44.7K -930 -18%
HFAS
2017
Hummer Financial Advisory Services
Illinois
$232K +$207K +4,300 New
DI
2018
Diligent Investors
California
$232K +$207K +4,298 New
GSWA
2019
Good Steward Wealth Advisors
Tennessee
$232K -$100K -2,088 -33%
IIC
2020
Ironwood Investment Counsel
Arizona
$231K -$12.2K -254 -6%
PFWA
2021
Paces Ferry Wealth Advisors
Georgia
$230K +$206K +4,272 New
OWP
2022
ORG Wealth Partners
Texas
$230K +$174K +3,615 +554%
EGA
2023
E&G Advisors
Texas
$230K +$205K +4,251 New
SFP
2024
Shepherd Financial Partners
Massachusetts
$230K -$202K -4,204 -50%
RCG
2025
Regatta Capital Group
California
$230K +$205K +4,256 New