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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
WTA
1926
Washington Trust Advisors
Massachusetts
$297K +$7K +120 +3%
CS
1927
Capital Square
Tennessee
$297K +$2.21K +38 +0.8%
GAM
1928
Gould Asset Management
California
$296K +$6.41K +110 +2%
SCM
1929
SCS Capital Management
Massachusetts
$294K +$7.64K +131 +3%
ML
1930
McAdam LLC
Pennsylvania
$294K -$60.5K -1,037 -18%
OCPWS
1931
One Charles Private Wealth Services
Massachusetts
$294K -$49.3K -845 -15%
PVAMC
1932
PPS&V Asset Management Consultants
Michigan
$293K +$5.19K +89 +2%
SPWM
1933
Spartan Planning & Wealth Management
North Carolina
$293K +$46.2K +792 +20%
EWM
1934
Evermay Wealth Management
Virginia
$292K
OFG
1935
Oxford Financial Group
Indiana
$292K +$1.63K +28 +0.6%
KCPG
1936
Kavar Capital Partners Group
Kansas
$291K
PAM
1937
PCG Asset Management
New Jersey
$291K
HPBT
1938
Hickory Point Bank & Trust
Illinois
$291K +$11.7K +200 +4%
CJ
1939
Caitlin John
Michigan
$290K -$36.4K -624 -12%
EWM
1940
Elmwood Wealth Management
California
$290K
M
1941
MOTCO
Texas
$289K
TF
1942
Tompkins Financial
New York
$289K +$3.85K +66 +1%
DP
1943
Dearborn Partners
Illinois
$288K +$57.9K +993 +26%
GCA
1944
Genesee Capital Advisors
New York
$288K -$1.86K -32 -0.7%
HBW
1945
Hazlett, Burt & Watson
West Virginia
$287K
TLCM
1946
Twin Lakes Capital Management
California
$287K -$17.5K -300 -6%
FCA
1947
FLC Capital Advisors
California
$287K -$233 -4 -0.1%
OIAM
1948
OFI Invest Asset Management
France
$286K +$52.3K +897 +20%
VNA
1949
Valley National Advisers
Pennsylvania
$286K +$29.3K +503 +12%
GHA
1950
Good Harbor Advisors
Massachusetts
$286K