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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 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 370 | Existing positions closed: 144

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: 2,2672,446 (+179)

2.65% more ownership

Funds ownership: 78%80.65% (+2.6%)

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
+179
Holders Change %
+7.9%
% of All Funds
29.75%
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
144
Calls
$1.33B
Puts
$1.91B
Net Calls
-$574M
Net Calls Change
-$527M
Name Holding Trade Value Shares
Change
Change in
Stake
FOA
2076
Five Oceans Advisors
California
$210K +$187K +3,895 New
HHCP
2077
Hilton Head Capital Partners
South Carolina
$210K +$187K +3,887 New
BW
2078
BIP Wealth
Georgia
$209K +$187K +3,883 New
EAN
2079
Excelsior Advisor Network
Colorado
$209K +$186K +3,875 New
KFS
2080
Kurt F. Somerville
$209K +$186K +3,875 New
OIAM
2081
OFI Invest Asset Management
France
$209K +$82.6K +1,717 +61%
KV
2082
Kickstand Ventures
New York
$209K +$186K +3,869 New
XT
2083
XTX Topco
Cayman Islands
$208K -$8.34M -173,447 -98%
CA
2084
COFG Advisors
Illinois
$208K +$185K +3,851 New
CIC
2085
Chase Investment Counsel
Virginia
$207K -$107K -2,234 -37%
AGWCA
2086
Annis Gardner Whiting Capital Advisors
Florida
$207K +$48K +998 +35%
FG
2087
Foster Group
Iowa
$207K +$184K +3,830 New
PSP
2088
Pacific Sage Partners
Washington
$207K +$184K +3,829 New
STA
2089
Smith Thornton Advisors
Alabama
$207K +$184K +3,829 New
1C
2090
111 Capital
France
$206K -$780K -16,218 -81%
TWP
2091
Tyche Wealth Partners
Texas
$206K +$183K +3,812 New
BMWS
2092
Brady Martz Wealth Solutions
North Dakota
$206K +$183K +3,812 New
KA
2093
Klingman & Associates
New York
$205K +$183K +3,804 New
TFS
2094
Thoroughbred Financial Services
Tennessee
$205K -$419K -8,716 -70%
MWM
2095
Mattern Wealth Management
Kansas
$205K +$183K +3,800 New
SWA
2096
SFMG Wealth Advisors
Texas
$205K -$983K -20,439 -84%
TIA
2097
Tiemann Investment Advisors
California
$205K +$183K +3,796 New
SMA
2098
Seven Mile Advisory
New Jersey
$205K +$182K +3,793 New
EIP
2099
Ellis Investment Partners
Pennsylvania
$204K +$182K +3,787 New
RIP
2100
Reliant Investment Partners
North Carolina
$203K +$181K +3,771 New