BMY icon

Bristol-Myers Squibb

2,407 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, 861 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: 861 | Existing positions reduced: 950

30% less call options, than puts

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

Holders
2,407
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
CAM
1726
Cozad Asset Management
Illinois
$343K
ABLA
1727
Alan B. Lancz & Associates
Ohio
$343K
TFG
1728
Tilson Financial Group
New Jersey
$342K
ASC
1729
Atalanta Sosnoff Capital
New York
$341K
HWM
1730
Hohimer Wealth Management
Washington
$340K
NP
1731
NorthRock Partners
Minnesota
$340K
EBA
1732
Eagle Bay Advisors
New York
$340K
GWI
1733
Grace & White Inc
New York
$339K
TAM
1734
Todd Asset Management
Kentucky
$339K
TWP
1735
Triad Wealth Partners
Kansas
$338K
PM
1736
Penbrook Management
New York
$337K
GI
1737
Gradient Investments
Minnesota
$336K
MWPCG
1738
Measured Wealth Private Client Group
New Hampshire
$336K
HCM
1739
Hilton Capital Management
New York
$336K
MAM
1740
Mainsail Asset Management
Alabama
$335K
CSI
1741
Cross Staff Investments
New York
$335K
PFS
1742
Professional Financial Solutions
Virginia
$335K
CS
1743
Crescent Sterling
Louisiana
$334K
EFMC
1744
Empire Financial Management Company
New York
$334K
TWD
1745
True Wealth Design
Ohio
$334K
NIM
1746
Northeast Investment Management
Massachusetts
$333K
IFS
1747
Ifrah Financial Services
Arkansas
$333K
SIAG
1748
Signet Investment Advisory Group
Rhode Island
$332K
JGGDR
1749
JGP Global Gestao de Recursos
Brazil
$331K
TBNY
1750
Trustco Bank (New York)
New York
$330K