We are live on ! Find out more
BMY icon

Bristol-Myers Squibb

2,447 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 870 increasing their positions, 956 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 371 | 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: 2,2672,447 (+180)

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
2,447
Holders Change
+180
Holders Change %
+7.94%
% of All Funds
29.76%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.38%
New
371
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
WC
1301
Whitney & Co
New York
$709K +$632K +13,139 New
IRP
1302
Investment Research Partners
Pennsylvania
$708K +$8.61K +179 +1%
OCA
1303
OpenArc Corporate Advisory
Georgia
$708K +$631K +13,123 New
RF
1304
RHS Financial
California
$708K +$11K +229 +2%
ABTD
1305
Arvest Bank Trust Division
Oklahoma
$704K +$42.1K +875 +7%
KLCM
1306
KG&L Capital Management
Louisiana
$703K -$509K -10,588 -45%
CFA
1307
Capstone Financial Advisors
Illinois
$703K -$265K -5,511 -30%
M1FG
1308
Mach-1 Financial Group
Arkansas
$702K +$626K +13,022 New
VRM
1309
Vectors Research Management
New York
$701K
MMG
1310
Monetary Management Group
Missouri
$696K -$120K -2,500 -16%
AC
1311
Avestar Capital
New York
$694K -$7.6K -158 -1%
SFG
1312
Sovereign Financial Group
Connecticut
$694K +$11.4K +236 +2%
ONST
1313
Old North State Trust
North Carolina
$694K -$152K -3,166 -20%
HWAM
1314
Hennion & Walsh Asset Management
New Jersey
$691K -$5.24K -109 -0.8%
CFG
1315
Cooper Financial Group
California
$691K +$44K +915 +8%
NWM
1316
Northwest Wealth Management
Iowa
$689K +$615K +12,778 New
BCI
1317
Blue Capital Inc
Nebraska
$688K +$614K +12,753 New
BTW
1318
Boston Trust Walden
Massachusetts
$685K -$24.1K -500 -4%
DIP
1319
Davis Investment Partners
North Carolina
$684K -$6.59K -137 -1%
SF
1320
Symphony Financial
Texas
$683K +$294K +6,102 +94%
RIA
1321
Richwood Investment Advisors
Ohio
$682K -$42.3K -880 -7%
LWAM
1322
Legacy Wealth Asset Management
Minnesota
$681K +$102K +2,124 +20%
UCI
1323
Uncommon Cents Investing
Wisconsin
$680K +$25K +520 +4%
WPC
1324
Waters Parkerson & Co
Louisiana
$680K -$241K -5,018 -28%
APW
1325
Axim Planning & Wealth
Ohio
$680K +$606K +12,602 New