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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
30.96%
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
SIG
826
Sargent Investment Group
Maryland
$2.18M +$291K +4,996 +16%
EI
827
EDMP Inc
Florida
$2.18M -$5.6K -96 -0.3%
CC
828
Courier Capital
New York
$2.17M -$20.1K -344 -1%
KCM
829
Kennedy Capital Management
Missouri
$2.17M +$2.09M +35,799 New
VF
830
Vest Financial
Virginia
$2.17M -$99K -1,699 -5%
KA
831
Kovack Advisors
Florida
$2.17M +$3.79K +65 +0.2%
DFCM
832
Dark Forest Capital Management
Puerto Rico
$2.16M -$3.99M -68,403 -66%
IA
833
Integrity Alliance
Iowa
$2.15M -$108K -1,849 -5%
KWA
834
Kingswood Wealth Advisors
California
$2.15M -$286K -4,905 -12%
RA
835
RFG Advisory
Alabama
$2.14M +$82.3K +1,411 +4%
HIC
836
Holderness Investments Company
North Carolina
$2.11M +$166K +2,843 +9%
Federated Hermes
837
Federated Hermes
Pennsylvania
$2.1M -$141K -2,412 -7%
TNBTD
838
Trustmark National Bank Trust Department
Mississippi
$2.09M -$85.8K -1,472 -4%
LWA
839
Lineweaver Wealth Advisors
Ohio
$2.09M +$120K +2,056 +6%
MIM
840
Marco Investment Management
Georgia
$2.08M +$485K +8,325 +32%
QCG
841
Quadrant Capital Group
Ohio
$2.08M +$749K +12,847 +60%
CWM
842
Cornerstone Wealth Management
Missouri
$2.08M +$5.83K +100 +0.3%
UF
843
Univest Financial
Pennsylvania
$2.07M +$3.03K +52 +0.2%
AMBIA
844
Allen Mooney & Barnes Investment Advisors
Georgia
$2.06M -$14.6K -251 -0.7%
PP
845
Pingora Partners
Wyoming
$2.05M -$8.74K -150 -0.4%
VA
846
VestGen Advisors
Illinois
$2.05M +$838K +14,374 +65%
ACP
847
Aviance Capital Partners
Florida
$2.05M -$99.8K -1,712 -5%
OL
848
one8zero8 LLC
North Carolina
$2.05M -$5.83K -100 -0.3%
TG
849
TCW Group
California
$2.04M +$94.8K +1,627 +5%
GCA
850
Greenwood Capital Associates
South Carolina
$2.03M +$78.3K +1,344 +4%