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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
NCM
1126
NCM Capital Management
New Jersey
$1.14M -$57.9K -993 -5%
CSA
1127
Cornerstone Select Advisors
Missouri
$1.13M -$114K -1,963 -10%
AAP
1128
Aristotle Atlantic Partners
Florida
$1.13M +$1.08M +18,600 New
QWM
1129
Quadcap Wealth Management
Texas
$1.13M +$398K +6,824 +58%
ACM
1130
Adalta Capital Management
New York
$1.13M -$2.92K -50 -0.3%
HBT
1131
Hills Bank & Trust
Iowa
$1.13M -$320K -5,496 -23%
PA
1132
Probity Advisors
Texas
$1.12M +$66.2K +1,135 +7%
RFA
1133
RTD Financial Advisors
Pennsylvania
$1.12M +$466 +8 +0%
EP
1134
Essential Partners
California
$1.12M +$120K +2,051 +12%
HWAM
1135
Hennion & Walsh Asset Management
New Jersey
$1.12M +$332K +5,688 +44%
OWM
1136
Opes Wealth Management
California
$1.12M +$933 +16 +0.1%
Capstone Investment Advisors
1137
Capstone Investment Advisors
New York
$1.12M -$525K -9,008 -33%
MC
1138
Machina Capital
France
$1.11M -$2.16M -36,989 -67%
CIC
1139
Carnegie Investment Counsel
Ohio
$1.11M +$7.93K +136 +0.7%
PNC
1140
Park National Corp
Ohio
$1.1M -$49.4K -848 -4%
WAL
1141
W Advisors LLC
Tennessee
$1.1M +$13.5K +232 +1%
PA
1142
Procyon Advisors
Connecticut
$1.1M +$159K +2,735 +18%
KIM
1143
Kestra Investment Management
Texas
$1.1M +$262K +4,487 +33%
NCM
1144
Neumann Capital Management
California
$1.1M +$29.1K +500 +3%
UBV
1145
United Bank (Virginia)
Virginia
$1.1M
WB
1146
Webster Bank
Connecticut
$1.09M +$58.3K +1,000 +6%
VAG
1147
VisionPoint Advisory Group
Texas
$1.09M -$213K -3,649 -17%
JFGIW
1148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.09M -$50.7K -869 -5%
RMCM
1149
Reynders McVeigh Capital Management
Massachusetts
$1.09M +$6.53K +112 +0.6%
GIC
1150
Generali Investments CEE
Czech Republic
$1.09M