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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
BB
2026
Bell Bank
North Dakota
$229K -$723K -15,021 -78%
FFG
2027
Frisch Financial Group
New York
$229K +$204K +4,246 New
PWM
2028
Pines Wealth Management
North Carolina
$229K -$13.2K -274 -6%
DIM
2029
Delta Investment Management
California
$229K +$204K +4,244 New
BWM
2030
BlackDiamond Wealth Management
New York
$229K +$181K +3,762 New
MSFS
2031
Main Street Financial Solutions
Pennsylvania
$228K -$58K -1,206 -22%
SP
2032
Successful Portfolios
Florida
$227K +$196K +4,068 New
BFG
2033
Berger Financial Group
Minnesota
$227K -$50.8K -1,055 -20%
RIG
2034
Ramiah Investment Group
Wisconsin
$227K +$203K +4,210 New
VNA
2035
Valley National Advisers
Pennsylvania
$227K -$80.6K -1,675 -28%
DAM
2036
Doheny Asset Management
California
$227K +$202K +4,200 New
PCA
2037
Prosperity Capital Advisors
Ohio
$226K -$39.9K -830 -17%
WCA
2038
Westover Capital Advisors
Delaware
$226K +$201K +4,182 New
SW
2039
SkyOak Wealth
Michigan
$225K +$201K +4,171 New
OKSA
2040
O'Keefe Stevens Advisory
New York
$225K +$201K +4,170 New
AFT
2041
Alpha Family Trust
California
$224K +$200K +4,160 New
FWP
2042
Forefront Wealth Partners
Texas
$224K +$200K +4,156 New
WWM
2043
WT Wealth Management
Arizona
$224K -$92.8K -1,930 -32%
HNWAG
2044
High Net Worth Advisory Group
Florida
$223K -$62.5K -1,300 -24%
CGH
2045
CMG Global Holdings
Texas
$223K +$186K +3,869 New
PCMC
2046
Paragon Capital Management (Colorado)
Colorado
$223K +$199K +4,129 New
SIP
2047
Snowwater Investment Partners
Connecticut
$222K +$198K +4,115 New
KA
2048
Kercheville Advisors
Texas
$222K +$194K +4,037 New
PFGIA
2049
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$198K +4,107 New
SWK
2050
Stephen W. Kidder
$221K +$197K +4,100 New