BMY icon

Bristol-Myers Squibb

2,409 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 350 funds opening new positions, 862 increasing their positions, 950 reducing their positions, and 140 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:

2.72% more ownership

Funds ownership: 77.8%80.52% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 950

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.9B

Holders
2,409
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
$1.9B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1626
Alta Wealth Advisors
Massachusetts
$403K
AWM
1627
Arista Wealth Management
Nevada
$403K
MK
1628
MASTERINVEST Kapitalanlage
$402K
MFG
1629
Magnus Financial Group
New York
$402K
FWP
1630
Falcon Wealth Planning
California
$402K
AWP
1631
Abacus Wealth Partners
California
$399K
CSB
1632
City State Bank
Iowa
$398K
CT
1633
Coastline Trust
Rhode Island
$398K
KFA
1634
Krane Funds Advisors
New York
$398K
KFGK
1635
Keystone Financial Group (Kentucky)
Kentucky
$397K
CAL
1636
Capital Analysts LLC
Pennsylvania
$397K
LIA
1637
LBMC Investment Advisors
Tennessee
$397K
BOPW
1638
Brandywine Oak Private Wealth
Pennsylvania
$396K
BMA
1639
Brooks Moore & Associates
Tennessee
$395K
SAW
1640
Signal Advisors Wealth
Michigan
$394K
ACM
1641
Allred Capital Management
Texas
$394K
KWS
1642
Keystone Wealth Services
California
$394K
Empower Advisory Group
1643
Empower Advisory Group
Colorado
$393K
LA
1644
Legacy Advisors
Pennsylvania
$393K
FB
1645
First Bancorp
Maine
$393K
GCM
1646
Gables Capital Management
Florida
$392K
MCWA
1647
Meadow Creek Wealth Advisors
Georgia
$391K
IA
1648
Invested Advisors
Pennsylvania
$391K
AIS
1649
AM Investment Strategies
Tennessee
$391K
ADMI
1650
Albert D. Mason Inc
Massachusetts
$390K