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
TCP
1701
TMB Capital Partners
Arkansas
$401K +$1.17K +20 +0.3%
FPCP
1702
Fort Point Capital Partners
California
$400K +$12.1K +207 +3%
PWPS
1703
Pinnacle Wealth Planning Services
Ohio
$400K +$11.3K +193 +3%
SWIM
1704
Smallwood Wealth Investment Management
New Jersey
$399K
RCI
1705
RS Crum Inc
California
$398K
NAS
1706
NWF Advisory Services
California
$398K +$9.39K +161 +3%
NFP
1707
Narus Financial Partners
Utah
$398K -$3.15K -54 -0.8%
HT
1708
Heritage Trust
Oklahoma
$397K -$20.8K -356 -5%
MAM
1709
McLean Asset Management
Virginia
$397K +$4.37K +75 +1%
SWA
1710
Sax Wealth Advisors
New Jersey
$396K -$7.99K -137 -2%
RDFA
1711
Ritter Daniher Financial Advisory
Ohio
$395K -$2.92K -50 -0.8%
RPGK
1712
Retirement Planning Group (Kansas)
Kansas
$394K +$32.7K +561 +9%
ACP
1713
Argyle Capital Partners
California
$393K -$193K -3,317 -34%
TBNY
1714
Trustco Bank (New York)
New York
$392K +$20.4K +350 +6%
BWA
1715
Basecamp Wealth Advisors
Washington
$392K +$45.8K +786 +14%
EBA
1716
Eagle Bay Advisors
New York
$392K +$9.68K +166 +3%
WIM
1717
Westside Investment Management
California
$391K -$8.63K -148 -2%
TFIPS
1718
Towarzystwo Funduszy Inwestycyjnych PZU SA
$391K -$88.3K -1,515 -19%
TFG
1719
Tilson Financial Group
New Jersey
$391K +$5.89K +101 +2%
SP
1720
Symmetry Partners
Connecticut
$391K +$28.4K +487 +8%
MAM
1721
McLaughlin Asset Management
Illinois
$391K -$233 -4 -0.1%
CWP
1722
Core Wealth Partners
California
$391K +$816 +14 +0.2%
FPWM
1723
FSB Premier Wealth Management
Iowa
$390K +$375K +6,438 New
CA
1724
Cornerstone Advisory
Maryland
$390K +$18.6K +319 +5%
WF
1725
WoodTrust Financial
Wisconsin
$390K +$29.5K +506 +9%