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
SIP
2026
Snowwater Investment Partners
Connecticut
$222K
KA
2027
Kercheville Advisors
Texas
$222K
PFGIA
2028
Patriot Financial Group Insurance Agency
Massachusetts
$222K
SWK
2029
Stephen W. Kidder
$221K
WA1
2030
Wimmer Associates 1
California
$221K
HVIA
2031
Hudson Valley Investment Advisors
New York
$221K
CAC
2032
Certified Advisory Corp
Florida
$220K
FWM
2033
Focused Wealth Management
New York
$219K
NRC
2034
New Republic Capital
North Carolina
$218K
EF
2035
Exeter Financial
Arizona
$218K
BWMG
2036
Barnes Wealth Management Group
California
$218K
MUMSS
2037
Mitsubishi UFJ Morgan Stanley Securities
Japan
$218K
EWS
2038
Eagle Wealth Strategies
New Jersey
$218K
RZH
2039
Relyea Zuckerberg Hanson
Connecticut
$218K
SPWM
2040
Spartan Planning & Wealth Management
North Carolina
$217K
BB
2041
Berkshire Bank
Massachusetts
$217K
AA
2042
Addison Advisors
Vermont
$217K
CWP
2043
CFM Wealth Partners
Texas
$216K
SHA
2044
Seneca House Advisors
Virginia
$213K
WMA
2045
Wealth Management Associates
New Jersey
$213K
LGG
2046
Luts & Greenleigh Group
Maryland
$213K
MAA
2047
Matrix Asset Advisors
New York
$212K
CP
2048
Canopy Partners
Ohio
$212K
WA
2049
Win Advisors
Florida
$212K
AW
2050
Atlas Wealth
Ohio
$211K