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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
GIA
726
Guyasuta Investment Advisors
Pennsylvania
$2.79M +$233 +4 +0%
CC
727
Cypress Capital
Tennessee
$2.79M +$467K +8,019 +21%
CRWM
728
Castle Rock Wealth Management
California
$2.76M +$25.2K +432 +0.9%
DIA
729
Dean Investment Associates
Ohio
$2.76M +$104K +1,785 +4%
TC
730
Trust Company
Kansas
$2.76M -$90.5K -1,552 -3%
CFO
731
Callan Family Office
Pennsylvania
$2.74M +$771K +13,218 +41%
TA
732
Townsend & Associates
Colorado
$2.73M -$18.8K -322 -0.7%
EWA
733
Exit Wealth Advisors
Georgia
$2.73M -$59.8K -1,025 -2%
HKAM
734
Horizon Kinetics Asset Management
New York
$2.71M -$23.6K -404 -0.9%
PA
735
Promethium Advisors
Maryland
$2.71M +$35K +600 +1%
SAM
736
Sompo Asset Management
Japan
$2.7M +$256K +4,390 +11%
ORG
737
Optimist Retirement Group
Washington
$2.7M +$91.4K +1,568 +4%
MOS
738
MGO One Seven
Ohio
$2.69M +$93.9K +1,610 +4%
4WM
739
44 Wealth Management
Oregon
$2.68M -$808K -13,853 -24%
MHS
740
M Holdings Securities
Oregon
$2.67M +$181K +3,100 +7%
KFP
741
KMG Fiduciary Partners
Ohio
$2.65M +$30.7K +527 +1%
QPBE
742
Quintet Private Bank (Europe)
Luxembourg
$2.64M -$631K -10,819 -20%
MA
743
Mutual Advisors
Nebraska
$2.63M -$3.83M -65,684 -60%
BFG
744
Bleakley Financial Group
New Jersey
$2.63M +$582K +9,979 +30%
LNWTC
745
Laird Norton Wetherby Trust Company
Washington
$2.63M -$796K -13,650 -24%
KCM
746
Kanawha Capital Management
Virginia
$2.62M -$123K -2,118 -5%
RSWM
747
Robertson Stephens Wealth Management
California
$2.61M +$11K +189 +0.4%
WAP
748
Wealthcare Advisory Partners
Pennsylvania
$2.61M +$422K +7,240 +20%
CEI
749
Clark Estates Inc
New York
$2.61M
CAAS
750
Capital Asset Advisory Services
Michigan
$2.6M -$901K -15,461 -26%