We are live on ! Find out more
BMY icon

Bristol-Myers Squibb

2,514 hedge funds and large institutions have $97.9B invested in Bristol-Myers Squibb in 2026 Q1 according to their latest regulatory filings, with 267 funds opening new positions, 1,054 increasing their positions, 871 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 267 | 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: 2,4462,514 (+68)

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
2,514
Holders Change
+68
Holders Change %
+2.78%
% of All Funds
30.96%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.44%
New
267
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
FTC
1676
Farmers Trust Company
Ohio
$414K +$18.9K +325 +5%
AWA
1677
Alta Wealth Advisors
Massachusetts
$413K -$38.2K -655 -9%
KWMG
1678
King Wealth Management Group
Florida
$413K -$58.9K -1,011 -13%
SWM
1679
Sterling Wealth Management
Illinois
$413K -$11.1K -191 -3%
ZC
1680
Zeit Capital
Colorado
$412K +$118K +2,028 New
VBCG
1681
Valley Brook Capital Group
Pennsylvania
$411K
DOA
1682
D'Orazio & Associates
Virginia
$410K +$395K +6,768 New
SI
1683
Severin Investments
Missouri
$410K -$5.36K -92 -1%
CB
1684
CNB Bank
Pennsylvania
$409K -$6.59K -113 -2%
VA
1685
Valmark Advisers
Ohio
$408K +$3.27K +56 +0.8%
DE
1686
Defiance ETFs
New York
$408K +$392K +6,726 New
CFO
1687
Cambient Family Office
Michigan
$408K +$15.2K +260 +4%
KOCAA
1688
Knights of Columbus Asset Advisors
Connecticut
$408K +$77.4K +1,327 +25%
WIC
1689
Wilkins Investment Counsel
Massachusetts
$406K
TC
1690
TownSquare Capital
Utah
$406K +$50.9K +873 +15%
RC
1691
Roundview Capital
New Jersey
$406K -$65.4K -1,122 -14%
EFG
1692
Embree Financial Group
Illinois
$405K +$390K +6,682 New
OIS
1693
OneAscent Investment Solutions
Alabama
$405K +$4.66K +80 +1%
SWM
1694
Spire Wealth Management
Virginia
$405K -$28.2K -483 -7%
CH
1695
Cromwell Holdings
Wyoming
$404K
AWM
1696
Accurate Wealth Management
Florida
$404K +$31.5K +541 +9%
BRM
1697
Boston Research & Management
Massachusetts
$403K
BA
1698
Bridgewater Advisors
New York
$402K +$7.34K +126 +2%
KWS
1699
Keystone Wealth Services
California
$402K -$39.5K -677 -9%
LWANC
1700
Laurel Wealth Advisors (North Carolina)
North Carolina
$402K