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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
BKA
1076
Brick & Kyle Associates
Pennsylvania
$1.26M +$1.21M +20,796 New
MGI
1077
Miller Global Investments
Texas
$1.25M -$1.05K -18 -0.1%
AFGAS
1078
Allegiance Financial Group Advisory Services
Virginia
$1.25M +$187K +3,204 +18%
PMG
1079
Private Management Group
California
$1.25M +$1.98K +34 +0.2%
AIM
1080
Acropolis Investment Management
Missouri
$1.24M +$104K +1,791 +10%
GAM
1081
Groupama Asset Management
France
$1.24M -$460K -7,884 -28%
KMWM
1082
Keudell/Morrison Wealth Management
Oregon
$1.24M -$158K -2,715 -12%
TPCW
1083
TD Private Client Wealth
New York
$1.23M -$435K -7,467 -27%
IFWM
1084
Institute for Wealth Management
Colorado
$1.23M -$9.68K -166 -0.8%
JF
1085
Jump Financial
Illinois
$1.23M +$638K +10,948 +117%
AFP
1086
Ausdal Financial Partners
Iowa
$1.23M +$601K +10,314 +104%
BTC
1087
Bank & Trust Company
Illinois
$1.22M -$5.25K -90 -0.4%
PFA
1088
Pure Financial Advisors
California
$1.22M +$305K +5,231 +35%
ATC
1089
Adirondack Trust Company
New York
$1.22M -$181K -3,104 -13%
TCM
1090
Triumph Capital Management
Colorado
$1.22M +$207K +3,549 +22%
IFG
1091
Independent Financial Group
California
$1.21M -$57.1K -979 -5%
TW
1092
TritonPoint Wealth
Maryland
$1.21M +$49.6K +850 +4%
MCM
1093
McKinney Capital Management
Texas
$1.21M +$1.16M +19,899 New
RC
1094
Rahlfs Capital
Texas
$1.2M -$6.41K -110 -0.6%
DJSG
1095
D.J. St. Germain
Massachusetts
$1.2M +$11.7K +200 +1%
LGF
1096
LGT Group Foundation
Liechtenstein
$1.2M
AF
1097
Alerus Financial
North Dakota
$1.2M +$1.15M +19,760 New
MFS
1098
Miller Financial Services
Michigan
$1.2M -$15.7K -269 -1%
G
1099
GenTrust
Florida
$1.2M +$308K +5,286 +37%
QI
1100
Qtron Investments
Massachusetts
$1.19M +$874 +15 +0.1%