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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
MA
1901
MJP Associates
Connecticut
$308K +$8.1K +139 +3%
CBT
1902
CoreFirst Bank & Trust
Kansas
$307K
CA
1903
CWC Advisors
Oregon
$306K -$2.33K -40 -0.8%
FWA
1904
Flagship Wealth Advisors
Massachusetts
$306K -$36.5K -626 -9%
SEP
1905
Signature Equity Partners
Ohio
$306K +$213K +3,655 +264%
MW
1906
Marble Wealth
Alabama
$306K -$206K -3,528 -41%
LA
1907
Lifeworks Advisors
Michigan
$306K +$3.73K +64 +1%
UIM
1908
Unified Investment Management
Georgia
$304K -$7.11K -122 -2%
SWP
1909
Strategic Wealth Partners
Ohio
$304K
FWM
1910
Finer Wealth Management
Massachusetts
$303K -$23.8K -408 -8%
LP
1911
LMR Partners
United Kingdom
$303K -$700 -12 -0.2%
MAM
1912
Morse Asset Management
Connecticut
$303K
SFFS
1913
Stonehage Fleming Financial Services
Jersey
$303K
FPW
1914
Fairvoy Private Wealth
Alabama
$303K -$17.3K -297 -6%
AAS
1915
Annex Advisory Services
Wisconsin
$303K +$39.4K +676 +16%
HI
1916
Hudock Inc
Pennsylvania
$302K -$14.6K -251 -5%
CIG
1917
Cascade Investment Group
Colorado
$301K -$35K -600 -11%
WBWA
1918
William B. Walkup & Associates
South Carolina
$301K -$99.9K -1,713 -26%
OWP
1919
ORG Wealth Partners
Texas
$301K +$40.6K +696 +16%
PGA
1920
Portland Global Advisors
Maine
$301K
MFG
1921
Magnus Financial Group
New York
$301K -$145K -2,492 -33%
RSA
1922
River Street Advisors
Illinois
$300K +$288K +4,945 New
CA
1923
CSM Advisors
Pennsylvania
$299K
ZCP
1924
Z3 Capital Partners
Virginia
$297K
QFA
1925
Quantum Financial Advisors
California
$297K +$30.8K +528 +12%