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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
MCM
751
Mill Capital Management
North Carolina
$2.6M -$204K -3,500 -8%
BWAM
752
Boyd Watterson Asset Management
Ohio
$2.59M -$5.89K -101 -0.2%
GCM
753
Graham Capital Management
Connecticut
$2.59M +$662K +11,348 +36%
QIM
754
Quest Investment Management
Oregon
$2.57M -$8.28K -142 -0.3%
LIP
755
Lighthouse Investment Partners
Florida
$2.56M +$2.46M +42,245 New
CA
756
Cullinan Associates
Kentucky
$2.56M -$512K -8,775 -17%
CFM
757
Catalyst Funds Management
Australia
$2.55M +$2.14M +36,782 +694%
BOC
758
Barbara Oil Co
Illinois
$2.55M
DSC
759
Duncker Streett & Co
Missouri
$2.54M +$23.3K +400 +1%
PVI
760
Pine Valley Investments
New Jersey
$2.54M -$874 -15 -0%
BBWA
761
Bell & Brown Wealth Advisors
California
$2.54M +$3.67K +63 +0.2%
RI
762
Ridgewood Investments
New Jersey
$2.54M +$2.44M +41,838 New
ECM
763
Everence Capital Management
Indiana
$2.53M
OC
764
Oarsman Capital
Wisconsin
$2.53M +$137K +2,348 +6%
CAM
765
Carret Asset Management
New York
$2.52M -$166K -2,850 -6%
WAM
766
Wakefield Asset Management
Colorado
$2.51M +$2.41M +41,349 New
HTC
767
Haverford Trust Company
Pennsylvania
$2.48M -$209K -3,583 -8%
BFIM
768
Beese Fulmer Investment Management
Ohio
$2.48M +$296K +5,075 +14%
MCM
769
Mengis Capital Management
Oregon
$2.48M -$21.9K -375 -0.9%
WI
770
WBI Investments
New Jersey
$2.48M -$1.76M -30,250 -43%
CT
771
Chicago Trust
Illinois
$2.47M +$208K +3,567 +10%
SCTC
772
Sanibel Captiva Trust Company
Florida
$2.47M +$92.3K +1,584 +4%
SBH
773
Segall Bryant & Hamill
Illinois
$2.45M -$7.7K -132 -0.3%
WWA
774
WCG Wealth Advisors
Nevada
$2.45M -$418K -7,175 -15%
FGP
775
Freestone Grove Partners
California
$2.45M +$2.35M +40,335 New