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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
CIA
2101
Compass Ion Advisors
Pennsylvania
$203K +$181K +3,764 New
PA
2102
PharVision Advisers
Florida
$203K -$125K -2,596 -41%
DP
2103
Dearborn Partners
Illinois
$203K +$181K +3,755 New
PJSIMP
2104
P.J. Schmidt Investment Management (PJS)
Wisconsin
$202K +$180K +3,750 New
AA
2105
Advisory Advocates
Michigan
$202K +$180K +3,745 New
PWC
2106
PYA Waltman Capital
Tennessee
$202K +$180K +3,737 New
TCM
2107
Teza Capital Management
Illinois
$201K +$180K +3,735 New
WIM
2108
Warwick Investment Management
Texas
$201K +$179K +3,728 New
WDC
2109
Woodward Diversified Capital
California
$201K +$179K +3,725 New
CSW
2110
Cogent Strategic Wealth
Illinois
$201K +$177K +3,669 New
MAM
2111
Madison Asset Management
Wisconsin
$200K +$179K +3,712 New
SAM
2112
S.A. Mason
Michigan
$195K +$144 +3 +0.1%
HCMG
2113
Howard Capital Management Group
California
$186K -$254K -5,281 -60%
ECA
2114
Elevated Capital Advisors
Utah
$184K +$164K +3,407 New
CFG
2115
Chapman Financial Group
Hawaii
$183K -$11.6K -242 -7%
BCM
2116
Boreal Capital Management
Florida
$183K
PGAM
2117
Princeton Global Asset Management
New Jersey
$181K +$73.2K +1,521 +83%
MMCM
2118
Murphy & Mullick Capital Management
New York
$178K -$36.7K -762 -19%
NMG
2119
New Millennium Group
Utah
$177K +$156K +3,240 +7,200%
CH
2120
Canton Hathaway
Rhode Island
$176K +$93.8K +1,950 +148%
FPB
2121
First PREMIER Bank
South Dakota
$176K
CG
2122
Curat Global
New Hampshire
$174K -$48.1K -1,000 -24%
FMTCOCP
2123
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$173K
SIS
2124
Sound Income Strategies
Florida
$170K +$8.23K +171 +6%
CFD
2125
Creative Financial Designs
Indiana
$168K +$95.7K +1,990 +176%