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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
BFWA
951
Benchmark Financial Wealth Advisors
Florida
$1.58M +$125K +2,151 +9%
DEA
952
DoubleLine ETF Adviser
Florida
$1.58M +$1.52M +26,054 New
PT
953
Plimoth Trust
Massachusetts
$1.58M +$38.9K +668 +3%
TFS
954
Thoroughbred Financial Services
Tennessee
$1.58M +$1.29M +22,190 +582%
PCIA
955
Prime Capital Investment Advisors
Kansas
$1.57M +$47.6K +817 +3%
CG
956
Corundum Group
Colorado
$1.56M +$122K +2,092 +9%
NRG
957
Nemes Rush Group
Michigan
$1.56M +$7.58K +130 +0.5%
PFSC
958
Peoples Financial Services Corp
Pennsylvania
$1.56M +$392K +6,726 +35%
NICM
959
Neo Ivy Capital Management
New York
$1.56M +$1.5M +25,660 New
TFA
960
Transamerica Financial Advisors
Florida
$1.56M -$32.6K -559 -2%
DAS
961
Dynamic Advisor Solutions
Arizona
$1.55M +$24.7K +424 +2%
BIG
962
Brookwood Investment Group
Arizona
$1.55M -$549K -9,419 -27%
NSIM
963
North Star Investment Management
Illinois
$1.55M +$1.4K +24 +0.1%
EW
964
Evoke Wealth
California
$1.55M +$457K +7,845 +44%
DFG
965
Demars Financial Group
Washington
$1.54M -$66.6K -1,143 -4%
PTC
966
Philadelphia Trust Company
Pennsylvania
$1.54M -$58.3K -1,000 -4%
SWP
967
Sagespring Wealth Partners
Tennessee
$1.54M +$559K +9,591 +61%
VCA
968
Verdence Capital Advisors
Maryland
$1.54M -$129K -2,205 -8%
MNBTD
969
Moody National Bank Trust Division
Texas
$1.53M +$50K +858 +4%
HH
970
Hilltop Holdings
Texas
$1.53M -$1.68M -28,810 -53%
FMI
971
Frec Markets Inc
California
$1.53M +$883K +15,146 +151%
CAI
972
Capital Advisors Inc
Oklahoma
$1.53M +$400K +6,866 +38%
LAM
973
L2 Asset Management
Massachusetts
$1.52M +$838K +14,376 +134%
WC
974
Westhampton Capital
North Carolina
$1.52M -$17.5K -300 -1%
CA
975
Claro Advisors
Massachusetts
$1.52M +$450K +7,724 +44%