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
TCM
2551
TruNorth Capital Management
Michigan
CIR
2552
Clear Investment Research
Georgia
KFP
2553
Keener Financial Planning
Texas
CTC
2554
Corundum Trust Company
South Dakota
PPA
2555
Painted Porch Advisors
California
PWA
2556
Provenance Wealth Advisors
Florida
RPA
2557
Redwood Park Advisors
California
CCM
2558
Cloud Capital Management
Washington
SFCL
2559
Strengthening Families & Communities LLC
Massachusetts
FGAM
2560
Financial Gravity Asset Management
Texas
WAM
2561
Wolverine Asset Management
Illinois
HHGA
2562
Halbert Hargrove Global Advisors
California
GFWA
2563
Grey Fox Wealth Advisors
Delaware
MSWA
2564
Marshall & Sterling Wealth Advisors
New York
GPI
2565
General Partner Inc
Pennsylvania
OSNBOA
2566
Old Second National Bank of Aurora
Illinois
CWM
2567
Cedar Wealth Management
California
FLFS
2568
Family Legacy Financial Solutions
North Carolina
TCA
2569
Trifecta Capital Advisors
Illinois
DWA
2570
Delos Wealth Advisors
Texas
FF
2571
Finley Financial
Nevada
RWS
2572
Retirement Wealth Solutions
Wisconsin
CA
2573
Centerpoint Advisors
Massachusetts
FPF
2574
First Pacific Financial
Washington
BMC
2575
Bear Mountain Capital
Washington