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Bristol-Myers Squibb

2,491 hedge funds and large institutions have $97.3B invested in Bristol-Myers Squibb in 2026 Q1 according to their latest regulatory filings, with 266 funds opening new positions, 1,044 increasing their positions, 861 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 2,4372,491 (+54)

4% less call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.54B

1.88% less ownership

Funds ownership: 80.62%78.74% (-1.9%)

Holders
2,491
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.48B
Puts
$1.54B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
2001
Wilkerson Advisory Group
Missouri
$258K
RMDI
2002
R.M. Davis Inc
Maine
$257K
WI
2003
Westbourne Investments
Virginia
$257K
GSWA
2004
Good Steward Wealth Advisors
Tennessee
$256K
DAM
2005
Doheny Asset Management
California
$255K
CA
2006
Corecam AG
$254K
WCA
2007
Westover Capital Advisors
Delaware
$254K
KV
2008
Kickstand Ventures
New York
$253K
SW
2009
SkyOak Wealth
Michigan
$253K
OKSA
2010
O'Keefe Stevens Advisory
New York
$253K
AFT
2011
Alpha Family Trust
California
$252K
BCG
2012
Breakwater Capital Group
New Jersey
$252K
Skandinaviska Enskilda Banken (SEB)
2013
Skandinaviska Enskilda Banken (SEB)
Sweden
$251K
HIC
2014
Hamrick Investment Counsel
Washington
$251K
CA
2015
COFG Advisors
Illinois
$250K
PCMC
2016
Paragon Capital Management (Colorado)
Colorado
$250K
AA
2017
Addison Advisors
Vermont
$250K
KA
2018
Klingman & Associates
New York
$250K
CM
2019
Capula Management
Cayman Islands
$249K
WSFG
2020
Wall Street Financial Group
Illinois
$249K
PCA
2021
Prosperity Capital Advisors
Ohio
$249K
FNBOO
2022
First National Bank of Omaha
Nebraska
$249K
RWA
2023
Redhawk Wealth Advisors
Minnesota
$249K
SWK
2024
Stephen W. Kidder
$249K
RFA
2025
Resurgent Financial Advisors
Georgia
$248K