We are live on ! Find out more
BMY icon

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
ZIC
1201
ZWJ Investment Counsel
Georgia
$986K
KC
1202
Knuff & Co
California
$985K +$309K +5,300 +48%
BBA
1203
BLB&B Advisors
Pennsylvania
$982K -$65.8K -1,129 -7%
LA
1204
Lynch & Associates
Indiana
$981K +$125K +2,141 +15%
BTI
1205
Blue Trust Inc
Georgia
$981K -$112K -1,922 -11%
MA
1206
MCF Advisors
Kentucky
$981K +$16.4K +282 +2%
OPTFSNA
1207
Old Point Trust & Financial Services N A
Virginia
$976K -$108K -1,860 -10%
AIM
1208
Advyzon Investment Management
Illinois
$975K +$95.5K +1,639 +11%
AAG
1209
Asset Advisory Group
New Jersey
$974K +$58 +1 +0%
SWM
1210
SeaCrest Wealth Management
New York
$972K -$138K -2,367 -13%
JSSH
1211
J. Safra Sarasin Holding
$970K -$286K -4,898 -23%
OFS
1212
OneAscent Financial Services
Alabama
$970K +$199K +3,422 +27%
B
1213
Birchbrook
Maine
$970K +$31.7K +543 +4%
1WA
1214
180 Wealth Advisors
Washington
$969K -$17.4K -298 -2%
BCM
1215
Birmingham Capital Management
Alabama
$967K -$11.7K -200 -1%
HCM
1216
Hengehold Capital Management
Ohio
$965K -$9.21K -158 -1%
IIC
1217
Integrated Investment Consultants
Michigan
$961K +$16K +275 +2%
NW
1218
NewEdge Wealth
Pennsylvania
$959K -$569K -9,769 -38%
KWM
1219
Keebeck Wealth Management
Illinois
$959K +$187K +3,204 +25%
TSWM
1220
Triangle Securities Wealth Management
North Carolina
$958K +$1.11K +19 +0.1%
MJRIC
1221
Mogy Joel R Investment Counsel
California
$958K -$184K -3,150 -17%
WAAG
1222
Wealth Alliance Advisory Group
Kansas
$954K +$13.3K +228 +1%
LS
1223
Livforsakringsbolaget Skandia
Sweden
$954K
CI
1224
CacheTech Inc
Utah
$953K +$25.5K +437 +3%
PAM
1225
Palisade Asset Management
Minnesota
$951K -$7.93K -136 -0.9%