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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
CAL
1351
Capital Analysts LLC
Pennsylvania
$742K +$45.1K +773 +7%
SIC
1352
SFE Investment Counsel
California
$741K -$111K -1,910 -14%
TCMG
1353
TSP Capital Management Group
New Jersey
$738K
QPWM
1354
Quadrant Private Wealth Management
Pennsylvania
$738K +$15.2K +261 +2%
AWE
1355
Avidian Wealth Enterprises
Texas
$737K +$144K +2,462 +25%
DTC
1356
Davidson Trust Company
Washington
$736K +$14.6K +250 +2%
WG
1357
Welch Group
Alabama
$733K +$22.3K +382 +3%
LOWM
1358
Laurel Oak Wealth Management
New Jersey
$731K -$11.1K -190 -2%
FCA
1359
Fortis Capital Advisors
Kansas
$730K +$143K +2,446 +25%
BPCE
1360
Bank Pictet & Cie (Europe)
Germany
$728K -$78.3K -1,344 -10%
AG
1361
AmeriFlex Group
Nevada
$727K +$102K +1,751 +17%
ITIM
1362
Indiana Trust & Investment Management
Indiana
$726K -$6.76K -116 -1%
DE
1363
Diversified Enterprises
Delaware
$726K +$148K +2,533 +27%
PI
1364
Pettee Investors
Connecticut
$724K +$42.6K +730 +7%
MYIA
1365
Mount Yale Investment Advisors
Colorado
$724K +$320K +5,486 +85%
BOH
1366
Bank of Hawaii
Hawaii
$722K -$267K -4,583 -28%
SFM
1367
Signet Financial Management
New Jersey
$721K -$27.7K -476 -4%
NWM
1368
Northcape Wealth Management
New York
$717K +$641 +11 +0.1%
KCM
1369
KRS Capital Management
Michigan
$716K +$1.75K +30 +0.3%
FAM
1370
Fulcrum Asset Management
United Kingdom
$716K +$56.5K +969 +9%
AP
1371
Atwood & Palmer
Missouri
$713K +$1.34K +23 +0.2%
S
1372
Steadtrust
Texas
$712K
EFH
1373
Eaton Financial Holdings
Florida
$711K +$28.7K +492 +4%
SW
1374
SlateStone Wealth
Florida
$710K -$28.4K -487 -4%
PCC
1375
Park Circle Company
Maryland
$710K