BMY icon

Bristol-Myers Squibb

2,411 hedge funds and large institutions have $88.3B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 351 funds opening new positions, 862 increasing their positions, 950 reducing their positions, and 140 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:

2.72% more ownership

Funds ownership: 77.8%80.52% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 950

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.9B

Holders
2,411
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
$1.9B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
2251
Matthew Hamilton Rosenberg
$37.5K
VWM
2252
Vermillion Wealth Management
Minnesota
$37K
WCM
2253
Westend Capital Management
California
$36K
WWM
2254
Wolff Wiese Magana
California
$35.9K
RWM
2255
Rialto Wealth Management
New York
$35K
TFGT
2256
TS Financial Group (TSFG)
Illinois
$35K
GAG
2257
Goodman Advisory Group
Massachusetts
$34.9K
GAMC
2258
Garner Asset Management Corp
Texas
$34.5K
CFP
2259
Comprehensive Financial Planning
Pennsylvania
$34.2K
CPG
2260
Cornerstone Planning Group
New Jersey
$33.7K
CAC
2261
Core Alternative Capital
Georgia
$33.4K
CIA
2262
Cape Investment Advisory
Georgia
$33K
EWA
2263
EQ Wealth Advisors
Texas
$32.4K
HCA
2264
Harbor Capital Advisors
Illinois
$32K
RF
2265
Roxbury Financial
New Jersey
$32K
AAG
2266
Accordant Advisory Group
Maryland
$31.4K
B
2267
BAYBAN
Minnesota
$31K
RCM
2268
Raleigh Capital Management
North Carolina
$30.4K
DWM
2269
Darwin Wealth Management
Florida
$30.1K
NRWA
2270
North Ridge Wealth Advisors
Oregon
$28.6K
AT
2271
Avalon Trust
New Mexico
$28.1K
GGI
2272
Godsey & Gibb Inc
Virginia
$28K
FGA
2273
Fortis Group Advisors
New Jersey
$27K
OA
2274
Operose Advisors
Wisconsin
$27K
PWA
2275
Physician Wealth Advisors
Utah
$25.7K