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
CSB
1651
City State Bank
Iowa
$398K -$55.1K -1,145 -13%
CT
1652
Coastline Trust
Rhode Island
$398K -$138K -2,860 -28%
KFA
1653
Krane Funds Advisors
New York
$398K -$80.8K -1,679 -19%
KFGK
1654
Keystone Financial Group (Kentucky)
Kentucky
$397K +$11.2K +232 +3%
LIA
1655
LBMC Investment Advisors
Tennessee
$397K
BOPW
1656
Brandywine Oak Private Wealth
Pennsylvania
$396K -$44.9K -934 -11%
BMA
1657
Brooks Moore & Associates
Tennessee
$395K +$8.9K +185 +3%
SAW
1658
Signal Advisors Wealth
Michigan
$394K -$225K -4,668 -39%
ACM
1659
Allred Capital Management
Texas
$394K +$1.11K +23 +0.3%
KWS
1660
Keystone Wealth Services
California
$394K -$7.89K -164 -2%
Empower Advisory Group
1661
Empower Advisory Group
Colorado
$393K +$21.7K +451 +7%
LA
1662
Legacy Advisors
Pennsylvania
$393K +$12.3K +256 +4%
FB
1663
First Bancorp
Maine
$393K +$56.1K +1,166 +19%
CWL
1664
Causey Wealth LLC
Colorado
$392K +$19.6K +407 +6%
GCM
1665
Gables Capital Management
Florida
$392K
MCWA
1666
Meadow Creek Wealth Advisors
Georgia
$391K -$35.9K -747 -9%
IA
1667
Invested Advisors
Pennsylvania
$391K +$78.8K +1,638 +29%
AIS
1668
AM Investment Strategies
Tennessee
$391K +$109K +2,269 +45%
ADMI
1669
Albert D. Mason Inc
Massachusetts
$390K +$10.2K +213 +3%
BA
1670
Bridgewater Advisors
New York
$390K +$15.6K +325 +5%
FWA
1671
Flagship Wealth Advisors
Massachusetts
$390K -$4.18K -87 -1%
SC
1672
Steph & Co
Wisconsin
$389K +$102K +2,122 +42%
NSCM
1673
New South Capital Management
Tennessee
$388K
SWM
1674
Spire Wealth Management
Virginia
$386K +$17.6K +365 +5%
LWANC
1675
Laurel Wealth Advisors (North Carolina)
North Carolina
$386K