BMY icon

Bristol-Myers Squibb

2,418 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 864 increasing their positions, 952 reducing their positions, and 141 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:

2.62% more ownership

Funds ownership: 77.89%80.52% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 952

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.91B

Holders
2,418
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
$1.91B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMWMG
2501
Parr McKnight Wealth Management Group
Minnesota
APC
2502
Aspire Private Capital
North Carolina
QFA
2503
Quattro Financial Advisors
Texas
CWM
2504
Compass Wealth Management
Connecticut
DDC
2505
DF Dent & Co
Maryland
RA
2506
Ritter Alpha
New York
HA
2507
Harbor Advisors
Florida
RCM
2508
Requisite Capital Management
Texas
CSA
2509
Cottage Street Advisors
Massachusetts
WP
2510
WealthPLAN Partners
Nebraska
SWM
2511
Selective Wealth Management
Virginia
PFM
2512
Patton Fund Management
Texas
BW
2513
BXM Wealth
Colorado
FMTC
2514
Farmers & Merchants Trust Company
California
TWM
2515
Thrive Wealth Management
Pennsylvania
MCCA
2516
Mill Creek Capital Advisors
Pennsylvania
AAM
2517
Alphadyne Asset Management
New York
HWA
2518
Heartwood Wealth Advisors
Virginia
RA
2519
Rise Advisors
New York
ATS
2520
Ashton Thomas Securities
New York
HFS
2521
Hopwood Financial Services
Virginia
KHC
2522
Koesten Hirschmann & Crabtree
Kansas
TIM
2523
Tortoise Investment Management
New York
MFT
2524
Moisand Fitzgerald Tamayo
Florida
FFWM
2525
Future Financial Wealth Management
Ohio