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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
MEG
1801
Millstone Evans Group
Colorado
$348K
JCIA
1802
Jackson Creek Investment Advisors
Colorado
$348K +$334K +5,730 New
RCA
1803
Ranch Capital Advisors
Florida
$347K
PFM
1804
Patton Fund Management
Texas
$347K +$333K +5,720 New
AT
1805
American Trust
Kentucky
$346K +$333K +5,713 New
GAB
1806
German American Bancorp
Indiana
$346K +$333K +5,711 New
NB
1807
Northwest Bancshares
Pennsylvania
$346K -$1.46K -25 -0.4%
SRC
1808
Shufro Rose & Co
New York
$346K
OL
1809
OneFund LLC
Florida
$345K -$15.3K -262 -4%
CFGW
1810
Chancellor Financial Group WB
Pennsylvania
$345K -$309K -5,299 -48%
LI
1811
LMCG Investments
Massachusetts
$344K
FSA
1812
Franklin Street Advisors
North Carolina
$344K -$192K -3,286 -37%
OBGC
1813
O'Brien Greene & Co
Pennsylvania
$343K
MG
1814
Mather Group
Illinois
$343K +$51.8K +889 +19%
TC
1815
Trilogy Capital
California
$343K -$15.3K -262 -4%
OL
1816
Optas LLC
Texas
$343K +$44.9K +770 +16%
MA
1817
MKT Advisors
California
$342K -$40.5K -695 -10%
AMG
1818
Advisors Management Group
Wisconsin
$342K -$84.9K -1,457 -21%
FS
1819
Ferguson Shapiro
Georgia
$341K +$583 +10 +0.2%
SSC
1820
Syverson Strege & Co
Iowa
$340K +$39.3K +674 +14%
CCA
1821
Cravens & Co Advisors
Tennessee
$340K +$7K +120 +2%
FAT
1822
First American Trust
California
$340K -$12.5K -215 -4%
PWP
1823
Private Wealth Partners
California
$340K
TWP
1824
Triad Wealth Partners
Kansas
$339K -$39.3K -675 -11%
LWM
1825
Lyell Wealth Management
California
$339K