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
WCBA
1101
Weaver C. Barksdale & Associates
Tennessee
$1.05M
HBCM
1102
Heron Bay Capital Management
Michigan
$1.05M
BFA
1103
Beacon Financial Advisory
Ohio
$1.05M
SWM
1104
SeaCrest Wealth Management
New York
$1.04M
CAMV
1105
Concord Asset Management (Virginia)
Virginia
$1.04M
PG
1106
Patten Group
Tennessee
$1.04M
GS
1107
GTS Securities
New York
$1.04M
CL
1108
COWA LLC
Oklahoma
$1.03M
TW
1109
TritonPoint Wealth
Maryland
$1.03M
RMAM
1110
Raab & Moskowitz Asset Management
New Jersey
$1.03M
PNC
1111
Park National Corp
Ohio
$1.03M
CNC
1112
Citizens & Northern Corp
Pennsylvania
$1.03M
FG
1113
Fiduciary Group
Georgia
$1.03M
PFSC
1114
Peoples Financial Services Corp
Pennsylvania
$1.02M
MJRIC
1115
Mogy Joel R Investment Counsel
California
$1.02M
PK
1116
Pflug Koory
Nebraska
$1.02M
PAM
1117
Parvin Asset Management
South Dakota
$1.01M
JFGIW
1118
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.01M
LWA
1119
Lantern Wealth Advisors
New York
$1.01M
IP
1120
Intellectus Partners
California
$1.01M
WG
1121
Winton Group
United Kingdom
$1.01M
NAS
1122
Nicolet Advisory Services
Wisconsin
$1.01M
AIM
1123
Acropolis Investment Management
Missouri
$1.01M
ACM
1124
Aster Capital Management
United Arab Emirates
$1M
ACM
1125
Adalta Capital Management
New York
$1M