BMY icon

Bristol-Myers Squibb

2,437 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 869 increasing their positions, 954 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:

2.71% more ownership

Funds ownership: 77.91%80.62% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 954

30% less call options, than puts

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

Holders
2,437
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
HA
2526
Harbor Advisors
Florida
RCM
2527
Requisite Capital Management
Texas
CSA
2528
Cottage Street Advisors
Massachusetts
WP
2529
WealthPLAN Partners
Nebraska
SWM
2530
Selective Wealth Management
Virginia
PFM
2531
Patton Fund Management
Texas
BW
2532
BXM Wealth
Colorado
FMTC
2533
Farmers & Merchants Trust Company
California
TWM
2534
Thrive Wealth Management
Pennsylvania
MCCA
2535
Mill Creek Capital Advisors
Pennsylvania
AAM
2536
Alphadyne Asset Management
New York
HWA
2537
Heartwood Wealth Advisors
Virginia
RA
2538
Rise Advisors
New York
ATS
2539
Ashton Thomas Securities
New York
HFS
2540
Hopwood Financial Services
Virginia
KHC
2541
Koesten Hirschmann & Crabtree
Kansas
TIM
2542
Tortoise Investment Management
New York
MFT
2543
Moisand Fitzgerald Tamayo
Florida
FFWM
2544
Future Financial Wealth Management
Ohio
EPW
2545
Evergreen Private Wealth
Colorado
NC
2546
North Capital
Utah
BCPWM
2547
Bradley & Co Private Wealth Management
Florida
JWM
2548
JPL Wealth Management
Colorado
CWM
2549
Crowley Wealth Management
Delaware
MSG
2550
Main Street Group
Virginia