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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
DWM
1401
Drive Wealth Management
Utah
$666K +$9.62K +165 +2%
WAS
1402
Wealth Advisory Solutions
Indiana
$664K +$181K +3,110 +40%
MFF
1403
Michels Family Financial
Texas
$662K -$19.2K -330 -3%
FNT
1404
First Nebraska Trust
Nebraska
$662K -$11.7K -200 -2%
YAIA
1405
Yanni & Associates Investment Advisors
Pennsylvania
$661K
PFA
1406
Pettinga Financial Advisors
Indiana
$660K
CCA
1407
Checchi Capital Advisers
California
$659K +$104K +1,785 +20%
GD
1408
Grandfield & Dodd
New York
$657K +$44.8K +768 +8%
AWM
1409
Aries Wealth Management
Maine
$655K
WPA
1410
Winning Points Advisors
Florida
$654K -$1.75K -30 -0.3%
CPCM
1411
Cardinal Point Capital Management
Ontario, Canada
$653K -$175K -3,000 -22%
JIP
1412
Jaffetilchin Investment Partners
Florida
$651K -$7.64K -131 -1%
PMA
1413
Prudent Man Advisors
Illinois
$650K +$213K +3,659 +52%
WIC
1414
Woodmont Investment Counsel
Tennessee
$650K
AW
1415
Alteri Wealth
California
$647K +$622K +10,669 New
OC
1416
Oakworth Capital
Alabama
$646K +$29.1K +500 +5%
FCH
1417
Freestone Capital Holdings
Washington
$644K +$41.7K +716 +7%
PL
1418
Plancorp LLC
Missouri
$643K +$23.8K +409 +4%
RIA
1419
Richwood Investment Advisors
Ohio
$643K -$23.9K -410 -4%
SP
1420
Stonebrook Private
Michigan
$640K +$67.7K +1,162 +12%
SSWM
1421
Smith Salley Wealth Management
North Carolina
$640K -$6K -103 -1%
BGDI
1422
BW Gestao de Investimentos
Brazil
$638K +$613K +10,516 New
WIM
1423
WealthPlan Investment Management
Nebraska
$637K +$22K +377 +4%
LSA
1424
Lansing Street Advisors
Pennsylvania
$635K +$16.6K +285 +3%
CB
1425
Centennial Bank
Arkansas
$635K