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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
30.98%
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
VIPI
1551
Vista Investment Partners II
Indiana
$506K +$58 +1 +0%
MCM
1552
Marathon Capital Management
Maryland
$505K -$14K -240 -3%
MTC
1553
McDaniel Terry & Co
Texas
$505K
NG
1554
Novem Group
New York
$503K +$111K +1,899 +30%
PMSA
1555
Patrick M. Sweeney & Associates
Illinois
$503K +$483K +8,286 New
RWM
1556
Riverbend Wealth Management
South Carolina
$502K -$5.01K -86 -1%
LRPA
1557
L. Roy Papp & Associates
Arizona
$500K +$4.43K +76 +0.9%
BCM
1558
Becker Capital Management
Oregon
$500K +$15K +258 +3%
MWM
1559
Maridea Wealth Management
New York
$499K +$199K +3,416 +71%
OAM
1560
Occidental Asset Management
California
$499K +$31.7K +544 +7%
LPT
1561
Legacy Private Trust
Wisconsin
$499K -$18.1K -310 -4%
LWCFA
1562
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$499K +$15.3K +262 +3%
SCM
1563
Schnieders Capital Management
California
$498K +$3.85K +66 +0.8%
GWM
1564
Graybill Wealth Management
Illinois
$498K -$5.83K -100 -1%
LMFP
1565
Larry Mathis Financial Planning
Arizona
$497K +$15.9K +273 +3%
PFGIA
1566
Patriot Financial Group Insurance Agency
Massachusetts
$496K +$238K +4,077 +99%
BO
1567
Bank OZK
Arkansas
$496K -$11.8K -203 -2%
OBWG
1568
Onyx Bridge Wealth Group
New York
$495K -$246K -4,219 -34%
MCWA
1569
Meadow Creek Wealth Advisors
Georgia
$492K +$49.3K +846 +12%
SLI
1570
Sumitomo Life Insurance
Japan
$491K +$18.7K +321 +4%
SFA
1571
Souders Financial Advisors
Ohio
$491K -$21.8K -374 -4%
CSB
1572
City State Bank
Iowa
$490K +$41K +704 +10%
BST
1573
Bath Savings Trust
Maine
$490K -$38.6K -663 -8%
TYCC
1574
Texas Yale Capital Corp
Florida
$488K
NSB
1575
Norway Savings Bank
Maine
$488K -$8.16K -140 -2%