BMY icon

Bristol-Myers Squibb

2,418 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 864 increasing their positions, 952 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: 77.89%80.52% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 952

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.91B

Holders
2,418
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
NI
1951
NDVR Inc
Massachusetts
$251K
MP
1952
Moment Partners
California
$250K
MFS
1953
Mirabella Financial Services
United Kingdom
$250K
EV
1954
EJMK Ventures
Illinois
$249K
TWM
1955
Tradition Wealth Management
Minnesota
$249K
GWAG
1956
Garrett Wealth Advisory Group
Texas
$248K
AAG
1957
Armstrong Advisory Group
Massachusetts
$248K
WAG
1958
Wallace Advisory Group
California
$248K
HPBT
1959
Hickory Point Bank & Trust
Illinois
$248K
BFIC
1960
Bedell Frazier Investment Counselling
California
$247K
AW
1961
Alchemi Wealth
Connecticut
$247K
SFG
1962
Skyview Financial Group
Florida
$246K
WP
1963
Waycross Partners
Kentucky
$246K
NW
1964
Naviter Wealth
Arkansas
$246K
LA
1965
Lakeside Advisors
Washington
$246K
OHWP
1966
Oak Harbor Wealth Partners
North Carolina
$245K
BEAM
1967
Baker Ellis Asset Management
Washington
$244K
SOAMC
1968
Spirit of America Management Corp
New York
$243K
EW
1969
Element Wealth
Mississippi
$242K
WAG
1970
Winthrop Advisory Group
Massachusetts
$242K
CCM
1971
Charter Capital Management
Wisconsin
$241K
GLLW
1972
Graves Light Lenhart Wealth
Virginia
$240K
FA
1973
Fagan Associates
New York
$240K
FSA
1974
Financial Security Advisor
Virginia
$240K
CMAI
1975
Capital Management Associates Inc
Minnesota
$240K