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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
WFAG
2001
Wescott Financial Advisory Group
Pennsylvania
$265K +$255K +4,366 New
RF
2002
Rossby Financial
Florida
$265K +$71.2K +1,222 +40%
FSA
2003
Financial Security Advisor
Virginia
$265K -$5.07K -87 -2%
ADL
2004
Asset Dedication LLC
California
$264K +$1.11K +19 +0.4%
NCM
2005
Novare Capital Management
North Carolina
$263K -$18.4K -315 -7%
KAS
2006
KPP Advisory Services
Kentucky
$263K +$1.28K +22 +0.5%
AF
2007
Arrow Financial
New York
$263K -$53.6K -920 -18%
KRW
2008
Kaufman Rossin Wealth
Florida
$261K -$428K -7,342 -63%
VC
2009
Vicus Capital
Pennsylvania
$261K -$4.78K -82 -2%
RS
2010
R Squared
Hong Kong
$261K -$1.02M -17,443 -80%
MCA
2011
Magnolia Capital Advisors
Mississippi
$261K -$64.4K -1,105 -20%
HFAS
2012
Hummer Financial Advisory Services
Illinois
$261K
PSP
2013
Pacific Sage Partners
Washington
$261K +$27.4K +470 +12%
FFN
2014
Focus Financial Network
Minnesota
$261K -$51.1K -876 -17%
SFGP
2015
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$261K -$40K -687 -14%
LWM
2016
Liberty Wealth Management
California
$260K +$250K +4,286 New
SFP
2017
Shepherd Financial Partners
Massachusetts
$259K +$408 +7 +0.2%
WF
2018
Wayfinding Financial
Washington
$259K +$249K +4,272 New
RCG
2019
Regatta Capital Group
California
$258K
GLLW
2020
Graves Light Lenhart Wealth
Virginia
$258K -$11.7K -200 -4%
EGA
2021
E&G Advisors
Texas
$258K
WAG
2022
Wilkerson Advisory Group
Missouri
$258K +$74.4K +1,276 +43%
RMDI
2023
R.M. Davis Inc
Maine
$257K +$247K +4,245 New
WI
2024
Westbourne Investments
Virginia
$257K -$7.81K -134 -3%
GSWA
2025
Good Steward Wealth Advisors
Tennessee
$256K -$4.49K -77 -2%