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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
SS
1026
SBI Securities
Japan
$1.37M -$29.5K -506 -2%
TAM
1027
Trust Asset Management
Texas
$1.37M
OIC
1028
Orion Investment Company
Missouri
$1.37M +$23.6K +405 +2%
HCM
1029
Howland Capital Management
Massachusetts
$1.37M
GT
1030
Greenleaf Trust
Michigan
$1.37M +$150K +2,568 +13%
SSW
1031
Stone Summit Wealth
Florida
$1.37M +$607K +10,408 +86%
EFG
1032
Everhart Financial Group
Ohio
$1.36M +$267K +4,578 +26%
PG
1033
Patten Group
Tennessee
$1.35M +$177K +3,042 +16%
Koshinski Asset Management
1034
Koshinski Asset Management
Illinois
$1.35M -$59.5K -1,021 -4%
SC
1035
SouthState Corp
Florida
$1.35M -$14.9K -255 -1%
DSC
1036
Daytona Street Capital
Missouri
$1.35M -$202K -3,460 -14%
WF
1037
WinCap Financial
Massachusetts
$1.34M +$98.7K +1,693 +8%
WWM
1038
Western Wealth Management
Colorado
$1.34M -$14.2K -244 -1%
TTWM
1039
TCV Trust & Wealth Management
Virginia
$1.33M -$40.9K -701 -3%
MASM
1040
MH & Associates Securities Management
California
$1.33M
AAM
1041
Auxier Asset Management
Oregon
$1.33M -$2.86K -49 -0.2%
OPW
1042
Oxler Private Wealth
New York
$1.32M +$14K +240 +1%
SOAM
1043
SBI Okasan Asset Management
Japan
$1.31M
CUAMC
1044
China Universal Asset Management Company
China
$1.31M +$326K +5,600 +35%
CD
1045
Chapin Davis
Maryland
$1.31M +$64.5K +1,107 +5%
TAFW
1046
Tred Avon Family Wealth
Maryland
$1.31M +$208K +3,568 +20%
EWM
1047
Evercore Wealth Management
New York
$1.31M -$42.3K -725 -3%
BCM
1048
BluePath Capital Management
Georgia
$1.31M +$14.9K +256 +1%
CCG
1049
Chatham Capital Group
Georgia
$1.31M
Edgewood Management
1050
Edgewood Management
Connecticut
$1.31M -$904K -15,505 -42%