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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
PTP
1051
Platform Technology Partners
New York
$1.3M +$75.4K +1,293 +6%
SFG
1052
SevenBridge Financial Group
Pennsylvania
$1.3M -$38.2K -655 -3%
IAN
1053
Integrated Advisors Network
Texas
$1.3M -$209K -3,592 -14%
EHWM
1054
Eads & Heald Wealth Management
Georgia
$1.3M +$84.4K +1,447 +7%
ET
1055
Equitable Trust
Tennessee
$1.3M +$39.2K +672 +3%
SN
1056
Sittner & Nelson
Oregon
$1.3M -$14.7K -252 -1%
FAB
1057
First American Bank
Illinois
$1.29M +$78.8K +1,352 +7%
EWA
1058
Exencial Wealth Advisors
Oklahoma
$1.29M +$991 +17 +0.1%
MAM
1059
Mystic Asset Management
Rhode Island
$1.29M -$1.92K -33 -0.2%
SAM
1060
Sectoral Asset Management
Quebec, Canada
$1.28M +$1.23M +21,150 New
CL
1061
COWA LLC
Oklahoma
$1.28M +$116K +1,982 +10%
IPW
1062
Inlet Private Wealth
Florida
$1.28M -$391K -6,700 -24%
AHL
1063
Abel Hall LLC
Louisiana
$1.28M +$42.8K +735 +4%
QFW
1064
QTR Family Wealth
Florida
$1.28M +$132K +2,263 +11%
IF
1065
Intrua Financial
Texas
$1.28M -$583 -10 -0%
EC
1066
EntryPoint Capital
New York
$1.27M +$1.22M +21,010 New
QP
1067
Quilter Plc
United Kingdom
$1.27M -$564K -9,667 -32%
NAAA
1068
New Age Alpha Advisors
New York
$1.27M +$598K +10,250 +96%
AWM
1069
Angeles Wealth Management
California
$1.27M +$11.4K +196 +0.9%
SC
1070
Schulhoff & Co
Ohio
$1.27M
CWP
1071
Concord Wealth Partners
Virginia
$1.27M -$21.7K -372 -2%
FM
1072
Family Management
New York
$1.27M -$2.37M -40,598 -66%
ERIC
1073
Eagle Rock Investment Company
Georgia
$1.27M +$21.5K +369 +2%
JSW
1074
Journey Strategic Wealth
New Jersey
$1.26M +$503K +8,629 +71%
SIC
1075
Salem Investment Counselors
North Carolina
$1.26M -$20.5K -351 -2%