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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
AI
526
Atria Investments
North Carolina
$5.9M +$489K +8,391 +9%
CI Investments Inc
527
CI Investments Inc
Ontario, Canada
$5.84M -$351K -6,029 -6%
YIH
528
Y-Intercept (HK)
Hong Kong
$5.81M +$2.3M +39,472 +70%
CSP
529
Cary Street Partners
Virginia
$5.8M +$1.29M +22,212 +30%
TAM
530
Tocqueville Asset Management
New York
$5.77M +$330K +5,661 +6%
DILIC
531
Dai-ichi Life Insurance Company
Japan
$5.74M -$1.42M -24,302 -20%
WF
532
Welch & Forbes
Massachusetts
$5.72M +$18.5K +318 +0.3%
CIS
533
Capital International Sarl
California
$5.72M -$479K -8,221 -8%
A
534
Allianz
Germany
$5.7M -$572K -9,817 -9%
MGP
535
Metis Global Partners
California
$5.7M -$384K -6,591 -7%
JIC
536
Johnson Investment Counsel
Ohio
$5.65M -$807K -13,841 -13%
NMERB
537
New Mexico Educational Retirement Board
New Mexico
$5.64M
TFA
538
Toth Financial Advisory
Virginia
$5.64M +$1.23M +21,032 +29%
CM
539
Capital Management
Virginia
$5.63M -$448K -7,684 -8%
CII
540
Capital International Inc
California
$5.6M -$6.87M -117,856 -56%
PCA
541
Pallas Capital Advisors
Massachusetts
$5.6M -$227K -3,893 -4%
IAA
542
Independent Advisor Alliance
North Carolina
$5.56M +$601K +10,313 +13%
EAM
543
Erste Asset Management
Austria
$5.54M +$2.23M +38,315 +70%
DWP
544
Daymark Wealth Partners
Ohio
$5.53M +$619K +10,616 +13%
ASN
545
Advisory Services Network
Georgia
$5.39M +$170K +2,911 +3%
SCP
546
Sivia Capital Partners
California
$5.37M +$2.41M +41,261 +87%
VI
547
Vestcor Inc
New Brunswick, Canada
$5.36M -$18.5M -316,931 -78%
TCIIS
548
TIAA-CREF Individual & Institutional Services
New York
$5.35M +$5.14M +88,248 New
HW
549
Hamilton Wealth
California
$5.3M -$995K -17,071 -16%
SF
550
Summit Financial
New Jersey
$5.29M +$881K +15,121 +21%