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
TWM
1401
Tortuga Wealth Management
California
$584K
EHC
1402
Everett Harris & Co
California
$583K
DWM
1403
Drive Wealth Management
Utah
$583K
WPA
1404
Winning Points Advisors
Florida
$583K
AIP
1405
Arrowpoint Investment Partners
Singapore
$583K
AWM
1406
Aries Wealth Management
Maine
$583K
TPA
1407
Trivium Point Advisory
Connecticut
$581K
SCM
1408
SOL Capital Management
Maryland
$581K
LAM
1409
L2 Asset Management
Massachusetts
$581K
FNB
1410
Farmers National Bank
Kentucky
$581K
GVAG
1411
Great Valley Advisor Group
Delaware
$580K
ALAM
1412
Asahi Life Asset Management
Japan
$579K
NAAA
1413
New Age Alpha Advisors
New York
$578K
WIC
1414
Woodmont Investment Counsel
Tennessee
$578K
AIM
1415
Aspen Investment Management
Michigan
$575K
GM
1416
GeoWealth Management
Illinois
$575K
SSWM
1417
Smith Salley Wealth Management
North Carolina
$575K
RA
1418
Ransom Advisory
Rhode Island
$573K
PL
1419
Plancorp LLC
Missouri
$569K
AWM
1420
Adams Wealth Management
Utah
$568K
7WCP
1421
71 West Capital Partners
Massachusetts
$566K
BIA
1422
Beacon Investment Advisors
Maryland
$566K
FFBTD
1423
First Financial Bank - Trust Division
Ohio
$566K
CG
1424
Cynosure Group
Utah
$565K
CB
1425
Centennial Bank
Arkansas
$565K