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 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 370 | Existing positions closed: 143

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: 2,2662,446 (+180)

2.65% more ownership

Funds ownership: 78%80.65% (+2.7%)

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
+180
Holders Change %
+7.94%
% of All Funds
29.76%
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
143
Calls
$1.33B
Puts
$1.91B
Net Calls
-$574M
Net Calls Change
-$527M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
1851
Fortitude Family Office
Arizona
$299K +$2.69K +56 +1%
VAS
1852
Vestmark Advisory Solutions
Massachusetts
$299K +$45.5K +945 +21%
QT
1853
Quantbot Technologies
New York
$299K -$23.6M -491,328 -99%
WPP
1854
Whalerock Point Partners
Rhode Island
$299K -$15K -312 -5%
XWL
1855
XXI Wealth LLC
Illinois
$299K +$266K +5,534 New
FWP
1856
Family Wealth Partners
North Carolina
$298K +$266K +5,520 New
TCM
1857
Traynor Capital Management
Pennsylvania
$297K -$23.6K -490 -8%
PAMG
1858
Patton Albertson Miller Group
Tennessee
$296K +$7.22K +150 +3%
HR
1859
Howe & Rusling
New York
$296K -$4.76K -99 -2%
PAS
1860
PKS Advisory Services
New York
$296K -$1.97K -41 -0.7%
TL
1861
Tradewinds LLC
North Carolina
$295K -$866 -18 -0.3%
CMF
1862
Counterpoint Mutual Funds
California
$294K +$262K +5,453 New
EWM
1863
EPG Wealth Management
Georgia
$294K +$5.44K +113 +2%
HAS
1864
HBW Advisory Services
California
$294K -$1.68K -35 -0.6%
PA
1865
PFG Advisors
Arizona
$293K -$44.4K -922 -15%
FWM
1866
Finer Wealth Management
Massachusetts
$292K -$47.9K -995 -16%
MCA
1867
Magnolia Capital Advisors
Mississippi
$292K +$260K +5,405 New
TCOO
1868
Trust Company of Oklahoma
Oklahoma
$291K +$260K +5,403 New
CJ
1869
Caitlin John
Michigan
$291K -$282K -5,865 -52%
CTA
1870
Chesley Taft & Associates
Illinois
$291K +$31K +645 +14%
KOCAA
1871
Knights of Columbus Asset Advisors
Connecticut
$291K +$259K +5,393 New
MFG
1872
MTM Financial Group
Pennsylvania
$291K
FCM
1873
Fourpath Capital Management
Oklahoma
$290K
VWM
1874
Venturi Wealth Management
Texas
$290K -$28K -583 -10%
SWA
1875
SOA Wealth Advisors
New York
$290K -$20.5K -426 -7%