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
Boston Partners
676
Boston Partners
Massachusetts
$2.94M
QPBE
677
Quintet Private Bank (Europe)
Luxembourg
$2.93M
OAM
678
Ostrum Asset Management
France
$2.93M
BE
679
Bonness Enterprises
District of Columbia
$2.93M
PMIA
680
Patrick Mauro Investment Advisor
Illinois
$2.93M
HH
681
Hilltop Holdings
Texas
$2.91M
HCM
682
Hillman Capital Management
Maryland
$2.91M
PCM
683
Poehling Capital Management
Wisconsin
$2.91M
SMI
684
Shelter Mutual Insurance
Missouri
$2.9M
KRSITF
685
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.89M
XF
686
XML Financial
Maryland
$2.89M
AIA
687
AIMZ Investment Advisors
California
$2.87M
WIA
688
World Investment Advisors
California
$2.85M
CFG
689
Citizens Financial Group
Rhode Island
$2.83M
CRC
690
Curi RMB Capital
Illinois
$2.82M
LWL
691
Leo Wealth LLC
Texas
$2.81M
FNT
692
First National Trust
Pennsylvania
$2.81M
MWM
693
Meridian Wealth Management
Kentucky
$2.79M
AWM
694
Aprio Wealth Management
Georgia
$2.79M
FTWA
695
Fifth Third Wealth Advisors
Ohio
$2.76M
CA
696
Cullinan Associates
Kentucky
$2.75M
SC
697
SummitTX Capital
Texas
$2.73M
AFC
698
Alpine Fox Capital
Nevada
$2.7M
ATC
699
Argent Trust Co
Tennessee
$2.68M
FRA
700
Frank Rimerman Advisors
California
$2.67M