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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
MBT
1376
Montecito Bank & Trust
California
$706K -$35.6K -610 -5%
ORC
1377
O'Rourke & Company
Massachusetts
$705K +$19.9K +342 +3%
AWA
1378
Argos Wealth Advisors
California
$704K
AA
1379
Apriem Advisors
California
$702K -$3.5K -60 -0.5%
CPW
1380
Cove Private Wealth
New York
$702K
WP
1381
WealthShield Partners
North Carolina
$701K +$38.4K +658 +6%
OP
1382
Oslo Pensjonsforsikring
$701K +$674K +11,556 New
LAM
1383
Lewis Asset Management
California
$701K +$14.7K +253 +2%
KCP
1384
Kera Capital Partners
California
$700K +$116K +1,984 +21%
RPCONE
1385
Retirement Planning Company of New England
Rhode Island
$699K +$1.05K +18 +0.2%
TCWA
1386
Turtle Creek Wealth Advisors
Texas
$698K +$160K +2,741 +31%
SW
1387
Simplicity Wealth
New Jersey
$698K +$136K +2,340 +26%
KTC
1388
Kentucky Trust Company
Kentucky
$696K +$71.7K +1,230 +12%
HAG
1389
HighPoint Advisor Group
Illinois
$690K -$3.07M -52,678 -82%
AAA
1390
American Alpha Advisors
New York
$683K +$21.8K +374 +3%
CC
1391
Chicago Capital
Illinois
$682K -$18.7K -320 -3%
7WCP
1392
71 West Capital Partners
Massachusetts
$681K +$42.8K +735 +7%
PAG
1393
Poinciana Advisors Group
Florida
$681K
CWS
1394
Confluence Wealth Services
Pennsylvania
$679K +$1.81K +31 +0.3%
ACA
1395
Aspire Capital Advisors
Washington
$678K +$233 +4 +0%
GVAG
1396
Great Valley Advisor Group
Delaware
$678K +$24.8K +426 +4%
IAG
1397
Ipsen Advisor Group
Arkansas
$675K -$1.69K -29 -0.3%
AWM
1398
Adams Wealth Management
Utah
$671K +$31.4K +539 +5%
YIA
1399
YHB Investment Advisors
Connecticut
$670K -$2.92K -50 -0.5%
HFM
1400
Hartford Financial Management
Connecticut
$667K -$27.7K -476 -4%