BMY icon

Bristol-Myers Squibb

2,407 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 350 funds opening new positions, 861 increasing their positions, 950 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.72% more ownership

Funds ownership: 77.8%80.52% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 861 | Existing positions reduced: 950

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.9B

Holders
2,407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.33B
Puts
$1.9B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
2501
Patton Fund Management
Texas
BW
2502
BXM Wealth
Colorado
FMTC
2503
Farmers & Merchants Trust Company
California
TWM
2504
Thrive Wealth Management
Pennsylvania
MCCA
2505
Mill Creek Capital Advisors
Pennsylvania
AAM
2506
Alphadyne Asset Management
New York
HWA
2507
Heartwood Wealth Advisors
Virginia
RA
2508
Rise Advisors
New York
ATS
2509
Ashton Thomas Securities
New York
HFS
2510
Hopwood Financial Services
Virginia
KHC
2511
Koesten Hirschmann & Crabtree
Kansas
TIM
2512
Tortoise Investment Management
New York
MFT
2513
Moisand Fitzgerald Tamayo
Florida
FFWM
2514
Future Financial Wealth Management
Ohio
EPW
2515
Evergreen Private Wealth
Colorado
NC
2516
North Capital
Utah
BCPWM
2517
Bradley & Co Private Wealth Management
Florida
JWM
2518
JPL Wealth Management
Colorado
CWM
2519
Crowley Wealth Management
Delaware
MSG
2520
Main Street Group
Virginia
TCM
2521
TruNorth Capital Management
Michigan
CIR
2522
Clear Investment Research
Georgia
KFP
2523
Keener Financial Planning
Texas
CTC
2524
Corundum Trust Company
South Dakota
PWA
2525
Provenance Wealth Advisors
Florida