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
WIC
1701
Wilkins Investment Counsel
Massachusetts
$361K
VA
1702
Valmark Advisers
Ohio
$360K
CSC
1703
Caldwell Sutter Capital
California
$360K
CH
1704
Cromwell Holdings
Wyoming
$359K
NI
1705
Natural Investments
California
$359K
BRM
1706
Boston Research & Management
Massachusetts
$359K
WBWA
1707
William B. Walkup & Associates
South Carolina
$359K
VCM
1708
Voleon Capital Management
California
$358K
SL
1709
Summitry LLC
California
$357K
NFP
1710
Narus Financial Partners
Utah
$357K
WIM
1711
Westside Investment Management
California
$357K
OIS
1712
OneAscent Investment Solutions
Alabama
$356K
TCP
1713
TMB Capital Partners
Arkansas
$356K
CDDEC
1714
Caisse Des Depots Et Consignations
France
$355K
SWIM
1715
Smallwood Wealth Investment Management
New Jersey
$355K
AWM
1716
Accurate Wealth Management
Florida
$355K
RCI
1717
RS Crum Inc
California
$354K
WC
1718
Waterloo Capital
Texas
$354K
JGIA
1719
Jackson Grant Investment Advisers
Connecticut
$354K
RDFA
1720
Ritter Daniher Financial Advisory
Ohio
$354K
PP
1721
PDS Planning
Ohio
$353K
MA
1722
MKT Advisors
California
$352K
FTC
1723
Farmers Trust Company
Ohio
$350K
CWM
1724
Chesapeake Wealth Management
Virginia
$349K
CFO
1725
Cambient Family Office
Michigan
$349K