We are live on ! Find out more
BMY icon

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
WI
1951
Wedgewood Investors
Pennsylvania
$285K -$11.7K -200 -4%
V
1952
VeraBank
Texas
$285K -$2.74K -47 -1%
FFG
1953
Frisch Financial Group
New York
$284K +$25.9K +444 +10%
CAC
1954
Certified Advisory Corp
Florida
$284K +$34.8K +597 +15%
EIP
1955
Ellis Investment Partners
Pennsylvania
$284K +$52.2K +896 +24%
FAOAI
1956
Fund Advisors of America Inc
Florida
$284K +$273K +4,680 New
LFM
1957
LGT Fund Management
Liechtenstein
$283K -$185K -3,172 -40%
TCOO
1958
Trust Company of Oklahoma
Oklahoma
$282K -$43.7K -750 -14%
MP
1959
Moment Partners
California
$281K
CP
1960
Camelot Portfolios
Ohio
$281K -$19K -326 -7%
SWA
1961
SFMG Wealth Advisors
Texas
$280K +$48.1K +825 +22%
FOA
1962
Five Oceans Advisors
California
$280K +$42.3K +725 +19%
ICP
1963
Impact Capital Partners
Colorado
$280K +$14.4K +247 +6%
AAG
1964
Armstrong Advisory Group
Massachusetts
$280K +$466 +8 +0.2%
DM
1965
Diversified Management
Wisconsin
$279K +$268K +4,602 New
LIM
1966
Lathrop Investment Management
Arkansas
$279K -$6.7K -115 -2%
BW
1967
BIP Wealth
Georgia
$279K +$41.8K +717 +18%
SWA
1968
SOA Wealth Advisors
New York
$279K -$45K -772 -14%
IAS
1969
Insigneo Advisory Services
Florida
$278K -$780K -13,373 -74%
GWANC
1970
Guardian Wealth Advisors (North Carolina)
North Carolina
$278K -$15.6K -268 -6%
PBO
1971
Peoples Bank (Ohio)
Ohio
$277K -$29.1K -500 -10%
TWA
1972
TCI Wealth Advisors
Arizona
$277K -$11.7K -200 -4%
FWP
1973
Falcon Wealth Planning
California
$277K -$168K -2,882 -39%
LA
1974
Lakeside Advisors
Washington
$276K +$117 +2 +0%
WP
1975
Waycross Partners
Kentucky
$276K