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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
JC
1826
JB Capital
Connecticut
$339K -$1.63K -28 -0.5%
ZF
1827
Zhang Financial
Michigan
$338K -$4.31K -74 -1%
ABLA
1828
Alan B. Lancz & Associates
Ohio
$337K -$46.6K -800 -13%
WPP
1829
Whalerock Point Partners
Rhode Island
$336K
CWP
1830
Curated Wealth Partners
California
$336K +$322K +5,532 New
AWM
1831
Aberdeen Wealth Management
Illinois
$335K -$2.92K -50 -0.9%
WKWM
1832
Walter & Keenan Wealth Management
Indiana
$335K -$28.4K -488 -8%
SIC
1833
Samalin Investment Counsel
New York
$335K +$10.9K +187 +4%
TF
1834
Trek Financial
Arizona
$335K -$28K -481 -8%
RZH
1835
Relyea Zuckerberg Hanson
Connecticut
$335K +$86.6K +1,485 +37%
BTWM
1836
Baker Tilly Wealth Management
Wisconsin
$335K -$17K -291 -5%
GWM
1837
Greenwich Wealth Management
Connecticut
$335K -$26.4K -453 -8%
ISS
1838
Intesa Sanpaolo SpA.
Italy
$335K -$29.1K -500 -8%
LI
1839
LRI Investments
Florida
$334K +$69.9K +1,199 +28%
APG
1840
Abacus Planning Group
South Carolina
$334K -$13.1K -224 -4%
BWA
1841
BlueSky Wealth Advisors
North Carolina
$334K +$321K +5,506 New
PAS
1842
PKS Advisory Services
New York
$334K +$1.4K +24 +0.4%
MG
1843
Marex Group
$332K -$80.6K -1,382 -20%
LIA
1844
Lynx Investment Advisory
District of Columbia
$332K +$319K +5,473 New
FWM
1845
Focused Wealth Management
New York
$330K +$80.7K +1,385 +34%
BMCM
1846
Bryn Mawr Capital Management
Pennsylvania
$330K +$12.8K +220 +4%
RMP
1847
Richards, Merrill & Peterson
Washington
$329K -$24.8K -426 -7%
PAMG
1848
Patton Albertson Miller Group
Tennessee
$329K -$3.79K -65 -1%
CAM
1849
Columbia Asset Management
Michigan
$329K +$15.2K +260 +5%
FIB
1850
First Interstate Bank
Montana
$329K -$176K -3,018 -36%