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
CPA
1051
Capital Performance Advisors
California
$1.14M
SIC
1052
Salem Investment Counselors
North Carolina
$1.14M
IF
1053
Intrua Financial
Texas
$1.14M
SC
1054
Schulhoff & Co
Ohio
$1.13M
OCBCO
1055
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.13M
JSSH
1056
J. Safra Sarasin Holding
$1.13M
KIA
1057
KCM Investment Advisors
California
$1.13M
VF
1058
Virtu Financial
New York
$1.13M
FIA
1059
Foundations Investment Advisors
Arizona
$1.12M
AWM
1060
Angeles Wealth Management
California
$1.12M
ET
1061
Equitable Trust
Tennessee
$1.12M
CHAM
1062
Clear Harbor Asset Management
Connecticut
$1.12M
DW30
1063
Drucker Wealth 3.0
New Jersey
$1.12M
MGI
1064
Miller Global Investments
Texas
$1.11M
LCGC
1065
Legacy Capital Group California
California
$1.11M
AG
1066
Ascent Group
Virginia
$1.11M
CSA
1067
Cornerstone Select Advisors
Missouri
$1.11M
PMG
1068
Private Management Group
California
$1.11M
ERIC
1069
Eagle Rock Investment Company
Georgia
$1.11M
JTWM
1070
Jackson Thornton Wealth Management
Alabama
$1.1M
CD
1071
Chapin Davis
Maryland
$1.1M
WF
1072
WinCap Financial
Massachusetts
$1.1M
IFWM
1073
Institute for Wealth Management
Colorado
$1.1M
MWM
1074
Modern Wealth Management
Kansas
$1.1M
AHL
1075
Abel Hall LLC
Louisiana
$1.1M