We are live on ! Find out more
BMY icon

Bristol-Myers Squibb

2,446 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 370 funds opening new positions, 870 increasing their positions, 956 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 370 | 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: 2,2672,446 (+179)

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
2,446
Holders Change
+179
Holders Change %
+7.9%
% of All Funds
29.75%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.38%
New
370
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
BC
1626
Broadwater Capital
Massachusetts
$417K -$56.3K -1,170 -13%
HWMO
1627
Heritage Wealth Management (Ohio)
Ohio
$416K
DS
1628
DRW Securities
Illinois
$416K +$371K +7,707 New
MFA
1629
Mayflower Financial Advisors
Massachusetts
$415K -$9.09K -189 -2%
OAM
1630
Occidental Asset Management
California
$415K -$35.6K -741 -9%
DWAM
1631
Duncan Williams Asset Management
Tennessee
$413K +$144 +3 +0%
GPWM
1632
Grant Private Wealth Management
California
$412K +$61.9K +1,286 +20%
NG
1633
Northstar Group
New York
$411K +$106K +2,202 +41%
AFG
1634
Allegheny Financial Group
Pennsylvania
$411K +$1.92K +40 +0.5%
SRA
1635
Secured Retirement Advisors
Minnesota
$410K +$21K +437 +6%
AF
1636
Atala Financial
California
$410K
DBIA
1637
Dumont & Blake Investment Advisors
New Jersey
$408K +$2.5K +52 +0.7%
FAM
1638
Formidable Asset Management
Ohio
$407K -$50.6K -1,052 -10%
LGWM
1639
Litman Gregory Wealth Management
California
$407K
BB
1640
Burford Brothers
Texas
$406K +$38.7K +805 +12%
FFP
1641
FourThought Financial Partners
Florida
$405K -$101K -2,104 -22%
BIAS
1642
Beacon Investment Advisory Services
New Jersey
$404K -$8.42K -175 -2%
SWA
1643
Sax Wealth Advisors
New Jersey
$404K -$19.9K -413 -5%
GIA
1644
GHP Investment Advisors
Colorado
$403K -$385 -8 -0.1%
AWA
1645
Alta Wealth Advisors
Massachusetts
$403K -$53.1K -1,104 -13%
AWM
1646
Arista Wealth Management
Nevada
$403K -$298K -6,190 -45%
MK
1647
MASTERINVEST Kapitalanlage
$402K -$540K -11,221 -60%
MFG
1648
Magnus Financial Group
New York
$402K +$4.04K +84 +1%
FWP
1649
Falcon Wealth Planning
California
$402K +$78.5K +1,632 +28%
AWP
1650
Abacus Wealth Partners
California
$399K +$356K +7,403 New