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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
WA1
2051
Wimmer Associates 1
California
$221K +$197K +4,090 New
HVIA
2052
Hudson Valley Investment Advisors
New York
$221K -$135K -2,800 -41%
CAC
2053
Certified Advisory Corp
Florida
$220K +$197K +4,087 New
FWM
2054
Focused Wealth Management
New York
$219K +$195K +4,058 New
NRC
2055
New Republic Capital
North Carolina
$218K +$195K +4,049 New
EF
2056
Exeter Financial
Arizona
$218K +$195K +4,046 New
BWMG
2057
Barnes Wealth Management Group
California
$218K +$195K +4,045 New
MUMSS
2058
Mitsubishi UFJ Morgan Stanley Securities
Japan
$218K +$195K +4,044 New
EWS
2059
Eagle Wealth Strategies
New Jersey
$218K +$194K +4,041 New
RZH
2060
Relyea Zuckerberg Hanson
Connecticut
$218K +$194K +4,040 New
SPWM
2061
Spartan Planning & Wealth Management
North Carolina
$217K +$194K +4,032 New
BB
2062
Berkshire Bank
Massachusetts
$217K -$260K -5,409 -57%
AA
2063
Addison Advisors
Vermont
$217K +$2.21K +46 +1%
FNBOMD
2064
First National Bank of Mount Dora
Florida
$216K +$193K +4,002 New
CWP
2065
CFM Wealth Partners
Texas
$216K +$192K +4,000 New
SHA
2066
Seneca House Advisors
Virginia
$213K +$190K +3,956 New
WMA
2067
Wealth Management Associates
New Jersey
$213K -$50K -1,040 -21%
LGG
2068
Luts & Greenleigh Group
Maryland
$213K +$190K +3,950 New
MAA
2069
Matrix Asset Advisors
New York
$212K +$189K +3,929 New
CP
2070
Canopy Partners
Ohio
$212K +$189K +3,924 New
WA
2071
Win Advisors
Florida
$212K +$189K +3,922 New
AW
2072
Atlas Wealth
Ohio
$211K +$188K +3,915 New
GAG
2073
GM Advisory Group
New York
$211K +$188K +3,907 New
SWM
2074
Shrier Wealth Management
California
$211K +$188K +3,903 New
MSFP
2075
Mark Sheptoff Financial Planning
Connecticut
$210K +$152K +3,150 +420%