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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
30.97%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.44%
New
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
HFS
1326
Hantz Financial Services
Michigan
$789K +$186K +3,185 +32%
VRM
1327
Vectors Research Management
New York
$788K
SS
1328
Sunbelt Securities
Texas
$788K -$18.9K -325 -2%
CPBTD
1329
Central Pacific Bank - Trust Division
Hawaii
$787K -$21.2K -363 -3%
EFM
1330
E Fund Management
China
$783K +$752K +12,904 New
ONST
1331
Old North State Trust
North Carolina
$780K
MMG
1332
Monetary Management Group
Missouri
$779K -$3.21K -55 -0.4%
OC
1333
Opinicus Capital
Florida
$779K +$66.9K +1,148 +10%
LF
1334
Lantz Financial
Illinois
$778K +$46.4K +796 +7%
BIM
1335
Bridges Investment Management
Nebraska
$773K -$76.5K -1,312 -9%
BTW
1336
Boston Trust Walden
Massachusetts
$771K
AC
1337
Apella Capital
Connecticut
$770K +$265K +4,549 +55%
LCM
1338
LVM Capital Management
Michigan
$770K +$27.4K +470 +4%
UCI
1339
Uncommon Cents Investing
Wisconsin
$767K +$1.75K +30 +0.2%
WPC
1340
Waters Parkerson & Co
Louisiana
$765K
WPW
1341
Waldron Private Wealth
Pennsylvania
$763K +$45.8K +785 +7%
GIM
1342
Gold Investment Management
Alberta, Canada
$761K
WCP
1343
Wick Capital Partners
Pennsylvania
$760K +$74.1K +1,271 +11%
PWP
1344
Principle Wealth Partners
Connecticut
$757K
IP
1345
Investment Partners
Ohio
$756K -$758 -13 -0.1%
XWM
1346
Xcel Wealth Management
Florida
$755K -$265K -4,546 -27%
RF
1347
RHS Financial
California
$754K -$39.8K -682 -5%
CFA
1348
Capstone Financial Advisors
Illinois
$754K -$34.9K -598 -5%
FWP
1349
FAS Wealth Partners
Kansas
$749K +$15.1K +259 +2%
PDL
1350
Portfolio Design Labs
California
$742K +$235K +4,027 +49%