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
CW
2126
CrossGen Wealth
North Carolina
$136K
ANBT
2127
American National Bank & Trust
Texas
$136K
FCAS
2128
First Command Advisory Services
Texas
$136K
YDMI
2129
Y.D. More Investments
Israel
$133K
JWA
2130
JFS Wealth Advisors
Pennsylvania
$132K
CT
2131
Clearstead Trust
Maine
$131K
TFM
2132
TFC Financial Management
Massachusetts
$131K
WPA
2133
Wealth Preservation Advisors
Tennessee
$129K
ME
2134
McIlrath & Eck
Washington
$129K
DIP
2135
DT Investment Partners
Pennsylvania
$129K
ACA
2136
American Capital Advisory
Idaho
$128K
GWP
2137
Gen-Wealth Partners
Michigan
$127K
SL
2138
Salomon & Ludwin
Virginia
$126K
PCFFS
2139
Pacific Center for Financial Services
California
$124K
PB
2140
Pinnacle Bancorp
Nebraska
$123K
BAM
2141
Byrne Asset Management
New Jersey
$123K
AIS
2142
Advocate Investing Services
Maryland
$122K
CAL
2143
Capital Advisors Ltd
Ohio
$121K
DT
2144
DV Trading
Illinois
$121K
FC
2145
Fairscale Capital
New Hampshire
$119K
CVM
2146
Cheviot Value Management
California
$116K
CWM
2147
Cranbrook Wealth Management
Michigan
$115K
SIC
2148
SJS Investment Consulting
Ohio
$114K
QWM
2149
Quaker Wealth Management
New Jersey
$113K
ATC
2150
Advantage Trust Company
Kansas
$112K