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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
LWM
801
LJI Wealth Management
Indiana
$2.28M -$86.9K -1,490 -4%
PFS
802
Prospera Financial Services
Texas
$2.28M +$247K +4,231 +13%
SJL
803
Shayne & Jacobs LLC
Tennessee
$2.28M +$5.42K +93 +0.2%
BCM
804
Bridgeway Capital Management
Texas
$2.27M
LCOV
805
London Company of Virginia
Virginia
$2.27M
EC
806
Enhancing Capital
Pennsylvania
$2.26M
WANY
807
Wealthspire Advisors (New York)
New York
$2.25M -$201K -3,450 -8%
OPA
808
Old Port Advisors
Maine
$2.25M +$72.2K +1,238 +3%
SC
809
Sapient Capital
Indiana
$2.24M -$211K -3,625 -9%
SFO
810
Stokes Family Office
Louisiana
$2.24M -$25.5K -438 -1%
HSA
811
HBK Sorce Advisory
Pennsylvania
$2.24M +$62.8K +1,078 +3%
LG
812
LaFleur & Godfrey
Michigan
$2.23M +$95.4K +1,636 +5%
LFAS
813
Level Four Advisory Services
Texas
$2.23M +$289K +4,961 +16%
ECM
814
EagleClaw Capital Management
Massachusetts
$2.23M -$450K -7,725 -17%
NHC
815
Nicholas Hoffman & Company
Georgia
$2.22M +$6.7K +115 +0.3%
PCA
816
Purkiss Capital Advisors
Connecticut
$2.22M
HCM
817
Howard Capital Management
Georgia
$2.22M +$15.9K +272 +0.7%
CAM
818
Cacti Asset Management
Georgia
$2.21M
FCMA
819
Foresight Capital Management Advisors
Michigan
$2.21M +$2.12M +36,370 New
SIM
820
Stratos Investment Management
Ohio
$2.2M -$37.4K -641 -2%
SB
821
Simmons Bank
Arkansas
$2.2M -$230K -3,945 -10%
DWT
822
Dorsey & Whitney Trust
South Dakota
$2.19M +$147K +2,518 +7%
EWA
823
EverSource Wealth Advisors
Alabama
$2.19M +$426K +7,313 +25%
LCM
824
Laurion Capital Management
New York
$2.19M +$2.1M +36,100 New
HA
825
Herold Advisors
New York
$2.18M -$9.04K -155 -0.4%