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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
MAWA
1726
Moss Adams Wealth Advisors
Washington
$390K +$49.5K +849 +15%
FWI
1727
Facet Wealth Inc
Maryland
$389K +$374K +6,418 New
SWM
1728
Silverlake Wealth Management
Vermont
$389K -$22.7K -390 -6%
NIM
1729
Northeast Investment Management
Massachusetts
$389K +$13.5K +232 +4%
PRTG
1730
Post Resch Tallon Group
New York
$388K +$13.9K +239 +4%
NECFA
1731
New England Capital Financial Advisors
Connecticut
$388K +$874 +15 +0.2%
KFA
1732
Kapstone Financial Advisors
Ohio
$387K
CWM
1733
Chesapeake Wealth Management
Virginia
$386K -$5.83K -100 -2%
CAM
1734
Cozad Asset Management
Illinois
$386K
HFBOT
1735
Home Federal Bank of Tennessee
Tennessee
$386K +$371K +6,359 New
GIA
1736
GHP Investment Advisors
Colorado
$385K -$65.4K -1,122 -15%
TAM
1737
Todd Asset Management
Kentucky
$385K +$3.67K +63 +1%
CSPIA
1738
Cary Street Partners Investment Advisory
Virginia
$383K +$42.9K +736 +13%
HWM
1739
Hohimer Wealth Management
Washington
$382K -$525 -9 -0.1%
GWI
1740
Grace & White Inc
New York
$382K
DAS
1741
Diversify Advisory Services
Utah
$381K -$331K -5,676 -46%
ASC
1742
Atalanta Sosnoff Capital
New York
$380K -$2.51K -43 -0.7%
MAM
1743
Mainsail Asset Management
Alabama
$380K +$3.38K +58 +0.9%
PFS
1744
Professional Financial Solutions
Virginia
$380K +$3.38K +58 +0.9%
PM
1745
Penbrook Management
New York
$379K
MA
1746
MBA Advisors
Pennsylvania
$378K +$12.5K +215 +4%
JTF
1747
J. Team Financial
Texas
$378K -$48.6K -833 -12%
GI
1748
Gradient Investments
Minnesota
$377K -$874 -15 -0.2%
RC
1749
Rexford Capital
Texas
$376K +$12K +205 +3%
CSI
1750
Cross Staff Investments
New York
$376K