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
KWMG
1601
King Wealth Management Group
Florida
$422K
RC
1602
Roundview Capital
New Jersey
$422K
QWP
1603
Quotient Wealth Partners
Texas
$421K
AWM
1604
Avior Wealth Management
Nebraska
$421K
BRPW
1605
Ballast Rock Private Wealth
South Carolina
$421K
GWMR
1606
GC Wealth Management RIA
Massachusetts
$421K
FFA
1607
Founders Financial Alliance
North Carolina
$421K
SLI
1608
Sumitomo Life Insurance
Japan
$419K
CA
1609
Crewe Advisors
Utah
$418K
KFI
1610
Key Financial Inc
Pennsylvania
$418K
AA
1611
Alta Advisers
United Kingdom
$418K
NA
1612
Nautilus Advisors
California
$417K
BC
1613
Broadwater Capital
Massachusetts
$417K
HWMO
1614
Heritage Wealth Management (Ohio)
Ohio
$416K
DS
1615
DRW Securities
Illinois
$416K
MFA
1616
Mayflower Financial Advisors
Massachusetts
$415K
OAM
1617
Occidental Asset Management
California
$415K
DWAM
1618
Duncan Williams Asset Management
Tennessee
$413K
GPWM
1619
Grant Private Wealth Management
California
$412K
NG
1620
Northstar Group
New York
$411K
AFG
1621
Allegheny Financial Group
Pennsylvania
$411K
SRA
1622
Secured Retirement Advisors
Minnesota
$410K
AF
1623
Atala Financial
California
$410K
DBIA
1624
Dumont & Blake Investment Advisors
New Jersey
$408K
FAM
1625
Formidable Asset Management
Ohio
$407K