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
EPW
501
Evolve Private Wealth
California
$5.51M
ClearBridge Investments
502
ClearBridge Investments
New York
$5.51M
GT
503
Glenview Trust
Kentucky
$5.51M
VA
504
Vident Advisory
Georgia
$5.46M
MSRPS
505
Maryland State Retirement & Pension System
Maryland
$5.46M
GIBU
506
Gulf International Bank (UK)
United Kingdom
$5.45M
LG
507
Leuthold Group
Minnesota
$5.45M
MGP
508
Metis Global Partners
California
$5.43M
CM
509
Capital Management
Virginia
$5.42M
Envestnet Portfolio Solutions
510
Envestnet Portfolio Solutions
Illinois
$5.4M
FCM
511
FourWorld Capital Management
New York
$5.39M
LCM
512
Legato Capital Management
California
$5.37M
AWA
513
Aaron Wealth Advisors
Illinois
$5.31M
AAIS
514
ABN AMRO Investment Solutions
$5.3M
PCA
515
Pallas Capital Advisors
Massachusetts
$5.19M
S
516
SignatureFD
Georgia
$5.17M
PIM
517
Plato Investment Management
Australia
$5.17M
RRAM
518
River Road Asset Management
Kentucky
$5.17M
IEFM
519
IQ EQ Fund Management
Ireland
$5.13M
GI
520
GAMCO Investors
Connecticut
$5.09M
WF
521
Welch & Forbes
Massachusetts
$5.07M
T
522
TOBAM
France
$5.07M
NMERB
523
New Mexico Educational Retirement Board
New Mexico
$5.02M
CAIM
524
Catherine Avery Investment Management
Florida
$5.01M
AWM
525
Apollon Wealth Management
South Carolina
$4.99M