We are live on ! Find out more
BMY icon

Bristol-Myers Squibb

2,446 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 370 funds opening new positions, 870 increasing their positions, 956 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 370 | Existing positions closed: 144

55% more funds holding in top 10

Funds holding in top 10: 2031 (+11)

24% more capital invested

Capital invested by funds: $71.6B → $88.5B (+$16.9B)

8% more funds holding

Funds holding: 2,2672,446 (+179)

2.65% more ownership

Funds ownership: 78%80.65% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 870 | Existing positions reduced: 956

30% less call options, than puts

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

Holders
2,446
Holders Change
+179
Holders Change %
+7.9%
% of All Funds
29.75%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.38%
New
370
Increased
870
Reduced
956
Closed
144
Calls
$1.33B
Puts
$1.91B
Net Calls
-$574M
Net Calls Change
-$527M
Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
1076
Jackson Thornton Wealth Management
Alabama
$1.1M +$678K +14,091 +227%
CD
1077
Chapin Davis
Maryland
$1.1M -$442K -9,192 -31%
WF
1078
WinCap Financial
Massachusetts
$1.1M +$21K +437 +2%
IFWM
1079
Institute for Wealth Management
Colorado
$1.1M -$27.8K -577 -3%
MWM
1080
Modern Wealth Management
Kansas
$1.1M +$81.3K +1,690 +9%
AHL
1081
Abel Hall LLC
Louisiana
$1.1M +$405K +8,429 +71%
MWM
1082
Modera Wealth Management
New Jersey
$1.1M -$21.4K -445 -2%
BTC
1083
Bank & Trust Company
Illinois
$1.09M
WPC
1084
Wedmont Private Capital
Pennsylvania
$1.09M +$269K +5,588 +41%
PTP
1085
Platform Technology Partners
New York
$1.09M -$85K -1,767 -8%
MWM
1086
MFG Wealth Management
Indiana
$1.09M +$970K +20,156 New
ACM
1087
ADAR1 Capital Management
Texas
$1.08M +$962K +20,000 New
FAB
1088
First American Bank
Illinois
$1.08M +$2.12K +44 +0.2%
EHWM
1089
Eads & Heald Wealth Management
Georgia
$1.08M +$24.2K +503 +3%
MFS
1090
Miller Financial Services
Michigan
$1.08M +$16.3K +338 +2%
RC
1091
Rahlfs Capital
Texas
$1.08M
LOIP
1092
Live Oak Investment Partners
Texas
$1.08M -$102K -2,121 -10%
GT
1093
Greenleaf Trust
Michigan
$1.08M -$91.4K -1,899 -9%
LGF
1094
LGT Group Foundation
Liechtenstein
$1.07M -$107K -2,219 -10%
SLWA
1095
San Luis Wealth Advisors
California
$1.07M +$201K +4,185 +27%
PW
1096
Pandora Wealth
Illinois
$1.07M -$4.81K -100 -0.5%
NCM
1097
NCM Capital Management
New Jersey
$1.06M -$73.4K -1,525 -7%
AAM
1098
Aureus Asset Management
Massachusetts
$1.06M
QI
1099
Qtron Investments
Massachusetts
$1.06M +$193K +4,002 +26%
Voloridge Investment Management
1100
Voloridge Investment Management
Florida
$1.06M -$33.7M -700,299 -97%