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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
RCAG
776
Rehmann Capital Advisory Group
Michigan
$2.44M +$120K +2,051 +5%
WSC
777
Wellington Shields & Co
New York
$2.44M -$21.3K -366 -0.9%
I
778
InvesTrust
Oklahoma
$2.44M +$52.6K +903 +2%
JPWM
779
Jamison Private Wealth Management
Georgia
$2.44M +$167K +2,862 +8%
NEAM
780
New England Asset Management
Connecticut
$2.43M
USCWA
781
U.S. Capital Wealth Advisors
Texas
$2.42M +$185K +3,180 +9%
DWM
782
Dakota Wealth Management
Florida
$2.42M -$261K -4,482 -10%
WA
783
Waddell & Associates
Tennessee
$2.41M +$928K +15,916 +67%
NRS
784
Neville Rodie & Shaw
New York
$2.4M -$874 -15 -0%
MA
785
Montag & Associates
Georgia
$2.39M -$180K -3,080 -7%
BB
786
Busey Bank
Illinois
$2.38M -$151K -2,591 -6%
BG
787
BDF Gestion
France
$2.38M +$2.28M +39,182 New
BP
788
Ballentine Partners
Massachusetts
$2.35M +$58.1K +997 +3%
BFS
789
Bradley Foster & Sargent
Connecticut
$2.35M +$18K +308 +0.8%
SAM
790
Smartleaf Asset Management
Massachusetts
$2.35M +$309K +5,293 +16%
AF
791
Advisornet Financial
Minnesota
$2.34M -$44K -754 -2%
CCM
792
Coldstream Capital Management
Washington
$2.34M +$333K +5,714 +17%
TIM
793
Thornburg Investment Management
New Mexico
$2.33M
GWMR
794
GC Wealth Management RIA
Massachusetts
$2.31M +$1.77M +30,298 +388%
WAM
795
Weiss Asset Management
Massachusetts
$2.31M +$2.22M +38,094 New
AG
796
Ascent Group
Virginia
$2.31M +$1.02M +17,492 +85%
JIC
797
Joel Isaacson & Co
New York
$2.31M +$348K +5,976 +19%
BHWM
798
Bar Harbor Wealth Management
New Hampshire
$2.3M -$3.96K -68 -0.2%
LIM
799
Leavell Investment Management
Alabama
$2.29M +$24.8K +425 +1%
WC
800
Woodstock Corp
Massachusetts
$2.29M -$58.9K -1,010 -3%