BMY icon

Bristol-Myers Squibb

2,422 hedge funds and large institutions have $88.4B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 865 increasing their positions, 953 reducing their positions, and 141 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:

2.62% more ownership

Funds ownership: 77.91%80.53% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 865 | Existing positions reduced: 953

30% less call options, than puts

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

Holders
2,422
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
$1.91B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
1301
Mach-1 Financial Group
Arkansas
$702K
VRM
1302
Vectors Research Management
New York
$701K
MMG
1303
Monetary Management Group
Missouri
$696K
AC
1304
Avestar Capital
New York
$694K
SFG
1305
Sovereign Financial Group
Connecticut
$694K
ONST
1306
Old North State Trust
North Carolina
$694K
HWAM
1307
Hennion & Walsh Asset Management
New Jersey
$691K
CFG
1308
Cooper Financial Group
California
$691K
NWM
1309
Northwest Wealth Management
Iowa
$689K
BCI
1310
Blue Capital Inc
Nebraska
$688K
BTW
1311
Boston Trust Walden
Massachusetts
$685K
DIP
1312
Davis Investment Partners
North Carolina
$684K
SF
1313
Symphony Financial
Texas
$683K
RIA
1314
Richwood Investment Advisors
Ohio
$682K
LWAM
1315
Legacy Wealth Asset Management
Minnesota
$681K
UCI
1316
Uncommon Cents Investing
Wisconsin
$680K
WPC
1317
Waters Parkerson & Co
Louisiana
$680K
APW
1318
Axim Planning & Wealth
Ohio
$680K
KWM
1319
Keebeck Wealth Management
Illinois
$680K
DAS
1320
Diversify Advisory Services
Utah
$679K
OFS
1321
OneAscent Financial Services
Alabama
$678K
PFS
1322
Physicians Financial Services
North Carolina
$678K
GIM
1323
Gold Investment Management
Alberta, Canada
$677K
WSCM
1324
Wellington Shields Capital Management
New York
$674K
CA
1325
Callahan Advisors
Texas
$674K