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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
TSW
1001
Three Seasons Wealth
Utah
$1.42M +$422K +7,244 +45%
HIM
1002
Harbour Investment Management
Washington
$1.42M -$95K -1,629 -7%
BMC
1003
Beaton Management Company
Massachusetts
$1.42M
MWM
1004
Manske Wealth Management
Texas
$1.41M -$2.92K -50 -0.2%
CFCI
1005
Comprehensive Financial Consultants Institutional
Indiana
$1.41M -$136K -2,330 -9%
CIA
1006
Caerus Investment Advisors
Texas
$1.41M -$622K -10,665 -31%
MWM
1007
Modern Wealth Management
Kansas
$1.41M +$141K +2,427 +12%
KCM
1008
Kathmere Capital Management
Pennsylvania
$1.41M +$751K +12,880 +125%
CLA
1009
Carnegie Lake Advisors
New Jersey
$1.4M -$12.5K -215 -0.9%
CCT
1010
Capital City Trust
Florida
$1.4M +$18.8K +323 +1%
1SB
1011
1ST Source Bank
Indiana
$1.4M -$71.1K -1,219 -5%
TT
1012
TI-Trust
Illinois
$1.4M +$19K +326 +1%
MS
1013
Madden Securities
Texas
$1.4M
PIMJS
1014
PKO Investment Management Joint-Stock
Poland
$1.39M -$175K -3,000 -12%
PWG
1015
Portside Wealth Group
Utah
$1.39M +$59.3K +1,018 +5%
DWMS
1016
Dominguez Wealth Management Solutions
Virginia
$1.39M +$30.5K +524 +2%
RBFC
1017
Roman Butler Fullerton & Co
Missouri
$1.39M +$85.3K +1,464 +7%
PWMG
1018
Prestige Wealth Management Group
New Jersey
$1.39M -$46.2K -792 -3%
BLC
1019
Brown, Lisle/Cummings
Rhode Island
$1.39M -$7K -120 -0.5%
MIM
1020
MTM Investment Management
South Carolina
$1.38M +$117 +2 +0%
BAAM
1021
Baker Avenue Asset Management
California
$1.38M +$812K +13,930 +157%
KIA
1022
KCM Investment Advisors
California
$1.38M +$113K +1,938 +9%
CPA
1023
Capital Performance Advisors
California
$1.38M +$92.1K +1,580 +7%
NL
1024
NWAM LLC
Washington
$1.38M +$472K +8,102 +56%
OC
1025
Opal Capital
Florida
$1.37M +$1.32M +22,664 New