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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
HR
1851
Howe & Rusling
New York
$328K -$4.66K -80 -1%
GEA
1852
Glen Eagle Advisors
New Jersey
$328K -$21.2K -363 -6%
CTA
1853
Chesley Taft & Associates
Illinois
$327K
EWM
1854
EPG Wealth Management
Georgia
$327K -$2.92K -50 -0.9%
OWA
1855
One Wealth Advisors
California
$327K +$13.2K +226 +4%
MFG
1856
MTM Financial Group
Pennsylvania
$327K
ZIG
1857
Zuckerman Investment Group
Illinois
$327K -$583K -10,000 -65%
FBT
1858
First Bank & Trust
South Dakota
$327K -$38.4K -658 -11%
BC
1859
Barrett & Company
Rhode Island
$327K +$35.2K +604 +13%
FCM
1860
Fourpath Capital Management
Oklahoma
$326K
PE
1861
PCM Encore
Colorado
$325K +$33.2K +569 +12%
SFS
1862
Solitude Financial Services
Virginia
$325K -$17.5K -300 -5%
WA
1863
WBH Advisory
Maryland
$325K +$49.6K +850 +19%
CSW
1864
Cogent Strategic Wealth
Illinois
$324K +$97.9K +1,679 +46%
CFG
1865
Clayton Financial Group
Missouri
$324K
MHIC
1866
Marble Harbor Investment Counsel
Massachusetts
$324K
EPIM
1867
Evelyn Partners Investment Management
$324K
PA
1868
PFG Advisors
Arizona
$323K -$5.6K -96 -2%
CGA
1869
Crescent Grove Advisors
Illinois
$323K +$29.1K +500 +10%
LW
1870
Linscomb Wealth
Texas
$323K +$310K +5,325 New
TF
1871
Tudor Financial
Ohio
$322K +$816 +14 +0.3%
REMPR
1872
Roof Eidam Maycock Peralta (REMP)
California
$321K
PIA
1873
Perennial Investment Advisors
California
$321K +$15.7K +269 +5%
EWS
1874
Evergreen Wealth Solutions
Pennsylvania
$321K +$308K +5,292 New
OCM
1875
One Capital Management
California
$321K +$308K +5,291 New