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
CFG
1876
Clayton Financial Group
Missouri
$288K +$21.5K +447 +9%
MHIC
1877
Marble Harbor Investment Counsel
Massachusetts
$288K
SRS
1878
Strong Retirement Solutions
Washington
$288K +$257K +5,343 New
SIC
1879
Samalin Investment Counsel
New York
$288K -$8.37K -174 -3%
EPIM
1880
Evelyn Partners Investment Management
$288K
HP
1881
Haven Private
Florida
$288K +$29.4K +611 +13%
JFA
1882
JNBA Financial Advisors
Minnesota
$287K +$1.49K +31 +0.6%
CWA
1883
Clearview Wealth Advisors
Oregon
$287K -$14K -292 -5%
SAM
1884
Satovsky Asset Management
New York
$287K +$3.42K +71 +1%
REMPR
1885
Roof Eidam Maycock Peralta (REMP)
California
$286K -$19.2K -400 -7%
CFM
1886
Catalyst Funds Management
Australia
$286K +$255K +5,300 New
TF
1887
Tudor Financial
Ohio
$285K -$57K -1,185 -18%
FPW
1888
Fairvoy Private Wealth
Alabama
$285K -$91.9K -1,910 -27%
FC
1889
Farringdon Capital
United Kingdom
$285K -$461K -9,576 -64%
PCA
1890
Peddock Capital Advisors
Massachusetts
$284K +$96 +2 +0%
FAN
1891
Financial Advisors Network
California
$284K -$674 -14 -0.3%
AF
1892
Arrow Financial
New York
$283K -$14.1K -294 -5%
IC
1893
Inscription Capital
Texas
$282K -$168K -3,485 -40%
HI
1894
Hudock Inc
Pennsylvania
$282K -$9K -187 -3%
GWM
1895
GK Wealth Management
Nevada
$282K -$22K -457 -8%
BBWP
1896
Beacon Bridge Wealth Partners
Pennsylvania
$282K -$17K -354 -6%
BMCM
1897
Bryn Mawr Capital Management
Pennsylvania
$281K +$1.4K +29 +0.6%
BCM
1898
Boltwood Capital Management
California
$281K -$9.86K -205 -4%
IWA
1899
IVC Wealth Advisors
Pennsylvania
$280K -$1.2K -25 -0.5%
PSB
1900
Passumpsic Savings Bank
Vermont
$280K +$250K +5,195 New