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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
CRC
701
Curi RMB Capital
Illinois
$3.18M +$8.63K +148 +0.3%
IA
702
IFP Advisors
Florida
$3.17M +$163K +2,800 +6%
HI
703
Harbour Investments
Wisconsin
$3.16M +$1.12M +19,240 +58%
RCA
704
Resonant Capital Advisors
Wisconsin
$3.15M +$170K +2,913 +6%
Boston Partners
705
Boston Partners
Massachusetts
$3.14M -$343K -5,890 -11%
XF
706
XML Financial
Maryland
$3.12M -$117K -2,008 -4%
OFA
707
Orographic Financial Advisors
Colorado
$3.12M +$2.99M +51,374 New
AWC
708
Abundance Wealth Counselors
Pennsylvania
$3.11M +$747K +12,806 +33%
FRA
709
Frank Rimerman Advisors
California
$3.1M +$97.5K +1,673 +3%
NB
710
Nicolet Bankshares
Wisconsin
$3.06M +$1.91M +32,742 +187%
BIG
711
Brooklyn Investment Group
New York
$3.03M +$1.1M +18,954 +61%
SCA
712
Snowden Capital Advisors
New York
$3.01M -$300K -5,147 -9%
FNT
713
First National Trust
Pennsylvania
$2.97M -$179K -3,066 -6%
PMIA
714
Patrick Mauro Investment Advisor
Illinois
$2.97M -$308K -5,281 -10%
MCP
715
Mirador Capital Partners
California
$2.96M +$59K +1,012 +2%
VSQM
716
V-Square Quantitative Management
Illinois
$2.93M +$107K +1,841 +4%
FM
717
Foster & Motley
Ohio
$2.9M +$472K +8,096 +20%
CK
718
Cohen Klingenstein
New York
$2.88M
AC
719
AlphaCore Capital
California
$2.83M +$350K +6,004 +15%
PI
720
PFG Investments
New York
$2.82M -$603K -10,347 -18%
GQG Partners
721
GQG Partners
Florida
$2.81M +$2.7M +46,361 New
SMFG
722
Sumitomo Mitsui Financial Group
Japan
$2.81M +$208K +3,564 +8%
FWCM
723
Ferguson Wellman Capital Management
Oregon
$2.81M -$15.7K -270 -0.6%
CIA
724
Choate Investment Advisors
Massachusetts
$2.8M +$76.6K +1,314 +3%
DIA
725
Dana Investment Advisors
Wisconsin
$2.8M -$125K -2,142 -4%