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Bristol-Myers Squibb

2,516 hedge funds and large institutions have $97.9B invested in Bristol-Myers Squibb in 2026 Q1 according to their latest regulatory filings, with 268 funds opening new positions, 1,054 increasing their positions, 871 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 268 | 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: 2,4472,516 (+69)

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
2,516
Holders Change
+69
Holders Change %
+2.82%
% of All Funds
30.98%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.44%
New
268
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
TWIM
1276
TIAA Wealth Investment Management
New York
$866K +$833K +14,290 New
6F
1277
626 Financial
Michigan
$865K +$256K +4,393 +45%
TWP
1278
Tempus Wealth Planning
California
$862K -$17.7K -304 -2%
SAM
1279
Sagewood Asset Management
New York
$862K +$160K +2,738 +24%
PBC
1280
Pavion Blue Capital
California
$862K -$1.46K -25 -0.2%
DIP
1281
Davis Investment Partners
North Carolina
$856K +$76.1K +1,306 +10%
RIM
1282
Redwood Investment Management
Arizona
$855K -$132K -2,260 -14%
MM
1283
Meridian Management
Arkansas
$851K
SFC
1284
SYM Financial Corp
Indiana
$851K +$111K +1,900 +16%
IHL
1285
Investment House LLC
California
$849K +$7.29K +125 +0.9%
DMBA
1286
Deseret Mutual Benefit Administrators
Utah
$847K -$240K -4,113 -23%
BHBT
1287
Burke & Herbert Bank & Trust
Virginia
$846K +$123K +2,105 +18%
FWA
1288
FSM Wealth Advisors
Ohio
$844K +$16.1K +277 +2%
AC
1289
Avestar Capital
New York
$844K +$60.7K +1,041 +8%
WE
1290
Wealth Effects
Massachusetts
$842K -$105K -1,800 -11%
VAS
1291
Vestmark Advisory Solutions
Massachusetts
$841K +$485K +8,316 +150%
SGAM
1292
Smith Group Asset Management
Texas
$840K +$807K +13,850 New
PFS
1293
Physicians Financial Services
North Carolina
$840K +$74.3K +1,275 +10%
ESB
1294
Essex Savings Bank
Connecticut
$839K -$43.4K -744 -5%
WC
1295
Whitney & Co
New York
$837K +$38.6K +663 +5%
ABTD
1296
Arvest Bank Trust Division
Oklahoma
$837K +$43.1K +740 +6%
SACTSONJ
1297
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$836K -$654K -11,216 -45%
PIM
1298
Penobscot Investment Management
Massachusetts
$836K -$46.6K -800 -5%
SA
1299
Sylvest Advisors
Texas
$835K +$803K +13,769 New
MWC
1300
MBM Wealth Consultants
Missouri
$834K +$31.8K +546 +4%