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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
DCM
926
Dudley Capital Management
Virginia
$1.67M
HIP
927
HUB Investment Partners
Texas
$1.66M +$183K +3,143 +13%
LFA
928
Legacy Financial Advisors
Kentucky
$1.65M +$121K +2,072 +8%
EGM
929
Engineers Gate Manager
New York
$1.65M -$10.7M -184,035 -87%
FCP
930
Fidelis Capital Partners
Florida
$1.65M +$250K +4,292 +19%
BPWM
931
Badgley Phelps Wealth Managers
Washington
$1.64M +$187K +3,200 +13%
WQ
932
Wealth Quarterback
New Jersey
$1.64M -$333K -5,720 -17%
JWBC
933
J.W. Burns & Co
New York
$1.64M -$64.3K -1,103 -4%
PFBT
934
Parkside Financial Bank & Trust
Missouri
$1.64M +$14.9K +255 +1%
GA
935
GFS Advisors
Texas
$1.64M +$9.62K +165 +0.6%
GWM
936
Gibbs Wealth Management
Georgia
$1.63M +$814K +13,968 +108%
LHC
937
Little House Capital
Massachusetts
$1.63M +$186K +3,198 +14%
AOWM
938
Alpha Omega Wealth Management
Virginia
$1.62M -$5.71K -98 -0.4%
SW
939
SteelPeak Wealth
California
$1.62M -$562K -9,648 -27%
AIM
940
Arcadia Investment Management
Michigan
$1.62M -$122K -2,090 -7%
SGI
941
Summit Global Investments
Utah
$1.62M +$103K +1,761 +7%
PA
942
Profund Advisors
Maryland
$1.61M -$663K -11,374 -30%
MBTD
943
Mechanics Bank - Trust Department
California
$1.61M -$235K -4,031 -13%
PHS
944
Pekin Hardy Strauss
Illinois
$1.61M +$72.2K +1,238 +5%
TBA
945
Tower Bridge Advisors
Pennsylvania
$1.6M -$11.7K -200 -0.8%
DFA
946
Delta Financial Advisors
Louisiana
$1.6M +$24.5K +420 +2%
III
947
Independent Investors Inc
New York
$1.6M -$29.1K -500 -2%
CNBTD
948
Citizens National Bank Trust Department
Mississippi
$1.6M +$79.2K +1,359 +5%
SWA
949
Stratos Wealth Advisors
Ohio
$1.59M +$82.6K +1,417 +6%
TBC
950
Tweedy, Browne Co
Connecticut
$1.59M +$543K +9,316 +55%