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Bristol-Myers Squibb

2,514 hedge funds and large institutions have $97.9B invested in Bristol-Myers Squibb in 2026 Q1 according to their latest regulatory filings, with 267 funds opening new positions, 1,054 increasing their positions, 871 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 267 | Existing positions closed: 149

21% more repeat investments, than reductions

Existing positions increased: 1,054 | Existing positions reduced: 871

16% more funds holding in top 10

Funds holding in top 10: 3136 (+5)

11% more capital invested

Capital invested by funds: $88.5B → $97.9B (+$9.39B)

3% more funds holding

Funds holding: 2,4462,514 (+68)

4% less call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.54B

1.48% less ownership

Funds ownership: 80.65%79.17% (-1.5%)

Holders
2,514
Holders Change
+68
Holders Change %
+2.78%
% of All Funds
30.97%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.44%
New
267
Increased
1,054
Reduced
871
Closed
149
Calls
$1.48B
Puts
$1.54B
Net Calls
-$63.5M
Net Calls Change
+$511M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
401
Scotia Capital
Ontario, Canada
$9.95M -$8.75M -150,057 -48%
1IA
402
1834 Investment Advisors
Wisconsin
$9.92M +$179K +3,065 +2%
SG
403
Sienna Gestion
France
$9.88M
GLA
404
Great Lakes Advisors
Illinois
$9.88M +$1.53M +26,203 +19%
P
405
&Partners
Tennessee
$9.79M +$1.09M +18,733 +13%
AUB
406
Atlantic Union Bankshares
Virginia
$9.76M -$4.94M -84,692 -34%
HAI
407
Hennessy Advisors Inc
California
$9.73M +$4.06M +69,700 +77%
Rafferty Asset Management
408
Rafferty Asset Management
New York
$9.69M -$3.73M -63,934 -29%
KFP
409
Keystone Financial Planning
Ohio
$9.68M
BCM
410
Brookstone Capital Management
Illinois
$9.65M +$2.07M +35,588 +29%
Loomis, Sayles & Company
411
Loomis, Sayles & Company
Massachusetts
$9.62M -$3.77M -64,612 -29%
UM
412
UniSuper Management
Australia
$9.59M -$183K -3,145 -2%
GIBU
413
Gulf International Bank (UK)
United Kingdom
$9.53M +$3.27M +56,073 +55%
GIM
414
Goelzer Investment Management
Indiana
$9.5M +$1.67M +28,707 +22%
OAC
415
OMERS Administration Corp
Ontario, Canada
$9.43M +$1.8M +30,934 +25%
DPL
416
Danica Pension Livsforsikrings
$9.43M +$9.06M +155,446 New
TE
417
Tema ETFs
New York
$9.38M +$1.56M +26,838 +21%
EP
418
Edgestream Partners
New Jersey
$9.37M +$9M +154,427 New
ATPW
419
Ashton Thomas Private Wealth
Arizona
$9.34M +$1.34M +22,995 +18%
AG
420
Algert Global
California
$9.23M -$345K -5,919 -4%
CA
421
Clearstead Advisors
Ohio
$9.18M +$1.48M +25,436 +20%
SSA
422
Schonfeld Strategic Advisors
New York
$9.11M -$14.7M -252,821 -62%
SCM
423
Shelton Capital Management
Colorado
$8.92M -$4.99M -85,567 -37%
AssetMark Inc
424
AssetMark Inc
California
$8.78M -$1.45M -24,825 -15%
JGUA
425
John G. Ullman & Associates
New York
$8.77M -$313K -5,375 -4%