BMY icon

Bristol-Myers Squibb

2,437 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 869 increasing their positions, 954 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:

2.71% more ownership

Funds ownership: 77.91%80.62% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 954

30% less call options, than puts

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

Holders
2,437
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
GWM
1576
Graybill Wealth Management
Illinois
$449K
T
1577
Tidemark
California
$448K
AC
1578
Apella Capital
Connecticut
$445K
LC
1579
Lawood & Co
Pennsylvania
$444K
MWS
1580
MFA Wealth Services
California
$443K
PDL
1581
Portfolio Design Labs
California
$443K
NSB
1582
Norway Savings Bank
Maine
$442K
MPWS
1583
McCarter Private Wealth Services
Massachusetts
$442K
LRPA
1584
L. Roy Papp & Associates
Arizona
$441K
SCM
1585
Schnieders Capital Management
California
$440K
PCG
1586
Prosperity Consulting Group
Maryland
$440K
CFSG
1587
Clark Financial Services Group
Missouri
$436K
HR
1588
Hardy Reed
Mississippi
$436K
TYCC
1589
Texas Yale Capital Corp
Florida
$434K
CC
1590
Commons Capital
Massachusetts
$434K
FFG
1591
Fiduciary Financial Group
California
$433K
CIAM
1592
Caitong International Asset Management
Hong Kong
$432K
TPI
1593
Trust Point Inc
Wisconsin
$432K
JDLA
1594
J. Derek Lewis & Associates
California
$432K
GIM
1595
Guardian Investment Management
California
$432K
NA
1596
Nordwand Advisors
Pennsylvania
$432K
MFFIA
1597
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$432K
RC
1598
RBF Capital
California
$432K
BCM
1599
Becker Capital Management
Oregon
$431K
TS
1600
Tamar Securities
California
$431K