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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
WAG
1976
Wallace Advisory Group
California
$275K -$3.27K -56 -1%
EW
1977
Element Wealth
Mississippi
$275K +$2.62K +45 +1%
BFIC
1978
Bedell Frazier Investment Counselling
California
$275K -$3.32K -57 -1%
OHWP
1979
Oak Harbor Wealth Partners
North Carolina
$274K -$1.46K -25 -0.5%
VWA
1980
Vistica Wealth Advisors
California
$274K +$264K +4,521 New
FUBT
1981
First United Bank & Trust
Maryland
$273K -$13.6K -233 -5%
SOAMC
1982
Spirit of America Management Corp
New York
$273K
IIC
1983
Ironwood Investment Counsel
Arizona
$273K +$12.9K +221 +5%
DI
1984
Diligent Investors
California
$273K +$11.7K +200 +5%
WAG
1985
Winthrop Advisory Group
Massachusetts
$272K +$466 +8 +0.2%
WIA
1986
Westbourne Investment Advisors
Maryland
$272K +$5.83K +100 +2%
TC
1987
TFR Capital
Texas
$271K +$4.84K +83 +2%
CCM
1988
Charter Capital Management
Wisconsin
$271K
TWM
1989
TRB Wealth Management
Texas
$270K +$260K +4,453 New
FA
1990
Fagan Associates
New York
$270K
BEAM
1991
Baker Ellis Asset Management
Washington
$270K -$4.66K -80 -2%
CP
1992
Canopy Partners
Ohio
$270K +$30.7K +526 +13%
1WM
1993
1900 Wealth Management
Texas
$270K +$259K +4,445 New
FHB
1994
First Hawaiian Bank
Hawaii
$269K
TCBWMS
1995
Texas Capital Bank Wealth Management Services
Texas
$269K -$39.5K -678 -13%
PFWA
1996
Paces Ferry Wealth Advisors
Georgia
$268K +$8.8K +151 +4%
BAM
1997
Bellevue Asset Management
Washington
$267K +$291 +5 +0.1%
CBT
1998
Crews Bank & Trust
Florida
$266K -$23.8K -409 -9%
PWW
1999
Pettyjohn Wood & White
Virginia
$265K
RCP
2000
Roan Capital Partners
Tennessee
$265K +$255K +4,371 New