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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
IA
1626
Invested Advisors
Pennsylvania
$448K +$7.87K +135 +2%
II
1627
Impact Investors
California
$448K +$431K +7,386 New
VCM
1628
Voleon Capital Management
California
$448K +$42.8K +734 +11%
CCM
1629
Capstone Capital Management
$448K +$430K +7,380 New
RFP
1630
Root Financial Partners
California
$448K +$254K +4,356 +144%
MWM
1631
Marietta Wealth Management
Georgia
$446K +$429K +7,362 New
PNFS
1632
PW Nova Financial Services
Pennsylvania
$446K +$30.2K +518 +8%
SC
1633
Steph & Co
Wisconsin
$446K +$8.04K +138 +2%
ACM
1634
Allred Capital Management
Texas
$445K +$1.46K +25 +0.3%
BMA
1635
Brooks Moore & Associates
Tennessee
$445K
LA
1636
Legacy Advisors
Pennsylvania
$444K +$2.68K +46 +0.6%
HL
1637
HeadInvest LLC
Maine
$442K -$109K -1,862 -20%
BCA
1638
Bay Colony Advisors
Massachusetts
$442K -$910K -15,618 -68%
BOPW
1639
Brandywine Oak Private Wealth
Pennsylvania
$442K -$3.96K -68 -0.9%
NP
1640
NorthRock Partners
Minnesota
$441K +$56.4K +968 +15%
SAM
1641
Seelaus Asset Management
New Jersey
$441K +$11.3K +193 +3%
AIS
1642
AM Investment Strategies
Tennessee
$441K +$933 +16 +0.2%
CWL
1643
Causey Wealth LLC
Colorado
$440K
FB
1644
First Bancorp
Maine
$440K -$1.46K -25 -0.3%
BBA
1645
Baader Bank Aktiengesellschaft
Germany
$439K -$212K -3,630 -33%
Empower Advisory Group
1646
Empower Advisory Group
Colorado
$439K -$2.97K -51 -0.7%
CT
1647
Coastline Trust
Rhode Island
$438K -$8.74K -150 -2%
SP
1648
Saranac Partners
$438K +$21.9K +375 +6%
VDI
1649
Vaughan David Investments
Illinois
$438K +$6.12K +105 +1%
ADMI
1650
Albert D. Mason Inc
Massachusetts
$438K -$1.05K -18 -0.2%