We are live on ! Find out more
BMY icon

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
PIA
1526
Powell Investment Advisors
Florida
$525K
FFC
1527
First Financial Corp
Indiana
$524K
CWM
1528
Calamos Wealth Management
Illinois
$523K +$90.5K +1,553 +22%
Calamos Advisors
1529
Calamos Advisors
Illinois
$523K +$503K +8,629 New
MPWT
1530
MassMutual Private Wealth & Trust
Connecticut
$522K -$12.2K -209 -2%
E
1531
Evansbrook
Illinois
$522K +$2.39K +41 +0.5%
CCP
1532
Cane Capital Partners
Louisiana
$522K -$66.7K -1,144 -12%
CCWM
1533
Cassaday & Co Wealth Management
Virginia
$520K -$11.4K -195 -2%
CFS
1534
Commonwealth Financial Services
West Virginia
$520K +$5.89K +101 +1%
SIC
1535
Shoker Investment Counsel
Ohio
$518K -$5.6K -96 -1%
WAM
1536
Walker Asset Management
Missouri
$517K +$6K +103 +1%
EI
1537
Ellevest Inc
New York
$516K -$28.3K -486 -5%
MWS
1538
MFA Wealth Services
California
$515K +$16.4K +281 +3%
EW
1539
Expressive Wealth
Illinois
$514K +$529K +9,075 New
TBT
1540
Texas Bank & Trust
Texas
$512K -$37.3K -640 -7%
HIA
1541
Harbor Investment Advisory
Maryland
$511K -$52.7K -904 -10%
FA
1542
Fiduciary Alliance
South Carolina
$510K -$28.1K -482 -5%
BIM
1543
Baldwin Investment Management
Pennsylvania
$509K +$1.46K +25 +0.3%
KWM
1544
Kassira Wealth Management
Tennessee
$509K +$117 +2 +0%
FIC
1545
FCG Investment Company
Tennessee
$508K +$488K +8,379 New
FAL
1546
Focused Alpha LLC
Colorado
$508K +$488K +8,371 New
T
1547
Tidemark
California
$507K +$3.27K +56 +0.7%
FFBTD
1548
First Financial Bank - Trust Division
Ohio
$507K -$125K -2,136 -20%
PWA
1549
Pitcairn Wealth Advisors
Pennsylvania
$506K +$16.3K +279 +3%
HR
1550
Hardy Reed
Mississippi
$506K +$15.7K +269 +3%