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Bristol-Myers Squibb

2,515 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: 2,4472,515 (+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
2,515
Holders Change
+68
Holders Change %
+2.78%
% of All Funds
30.97%
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
SBFM
1251
S-Bank Fund Management
Finland
$904K -$32.3K -554 -4%
RWPA
1252
Richard W. Paul & Associates
Michigan
$902K -$14K -240 -2%
FSA
1253
Fort Sheridan Advisors
Illinois
$902K +$158K +2,706 +22%
CWG
1254
Cornerstone Wealth Group
North Carolina
$902K +$114K +1,958 +15%
ST
1255
Spinnaker Trust
Maine
$901K
IIM
1256
Ipswich Investment Management
Massachusetts
$899K -$100K -1,722 -10%
AI
1257
Accredited Investors
Minnesota
$896K +$175 +3 +0%
CCWA
1258
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$895K +$78.6K +1,349 +10%
BCI
1259
Blue Capital Inc
Nebraska
$895K +$117K +2,001 +16%
SCM
1260
Stevens Capital Management
Pennsylvania
$891K +$857K +14,694 New
RDWM
1261
Red Door Wealth Management
Tennessee
$888K -$5.25K -90 -0.6%
CA
1262
Commerce Advisors
Tennessee
$888K +$854K +14,645 New
FFA
1263
Fi3 Financial Advisors
Indiana
$887K +$253K +4,340 +42%
SMH
1264
Sanders Morris Harris
Texas
$886K +$852K +14,607 New
PCM
1265
Prelude Capital Management
New York
$884K -$183K -3,141 -18%
BF
1266
bLong Financial
Tennessee
$882K -$11.7K -200 -1%
RWMG
1267
Redwood Wealth Management Group
New Jersey
$877K -$12.5K -214 -1%
LWMNY
1268
Landmark Wealth Management (New York)
New York
$875K +$841K +14,424 New
MA
1269
MONECO Advisors
Connecticut
$873K +$51.8K +889 +7%
CIM
1270
CIM Investment Management
Pennsylvania
$873K -$3.73K -64 -0.4%
SC
1271
Syon Capital
California
$873K +$63.3K +1,085 +8%
PWAM
1272
Pinnacle West Asset Management
Wyoming
$873K +$2.92K +50 +0.3%
PEA
1273
Park Edge Advisors
Ohio
$872K -$1.11K -19 -0.1%
CCM
1274
Cohen Capital Management
California
$870K
TWIM
1275
TIAA Wealth Investment Management
New York
$866K +$833K +14,290 New