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Bristol-Myers Squibb

2,513 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, 1,052 increasing their positions, 872 reducing their positions, and 149 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: $ → $

3% more funds holding

Funds holding: 2,4452,513 (+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: 80.64%79.16% (-1.5%)

Holders
2,513
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
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

Top Sellers

1 -$732M
2 -$595M
3 -$485M
4
Marshall Wace
Marshall Wace
United Kingdom
-$417M
5
BlackRock
BlackRock
New York
-$300M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
2001
Rossby Financial
Florida
$265K
FSA
2002
Financial Security Advisor
Virginia
$265K
ADL
2003
Asset Dedication LLC
California
$264K
NCM
2004
Novare Capital Management
North Carolina
$263K
KAS
2005
KPP Advisory Services
Kentucky
$263K
AF
2006
Arrow Financial
New York
$263K
KRW
2007
Kaufman Rossin Wealth
Florida
$261K
VC
2008
Vicus Capital
Pennsylvania
$261K
RS
2009
R Squared
Hong Kong
$261K
MCA
2010
Magnolia Capital Advisors
Mississippi
$261K
HFAS
2011
Hummer Financial Advisory Services
Illinois
$261K
PSP
2012
Pacific Sage Partners
Washington
$261K
FFN
2013
Focus Financial Network
Minnesota
$261K
SFGP
2014
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$261K
LWM
2015
Liberty Wealth Management
California
$260K
SFP
2016
Shepherd Financial Partners
Massachusetts
$259K
WF
2017
Wayfinding Financial
Washington
$259K
RCG
2018
Regatta Capital Group
California
$258K
GLLW
2019
Graves Light Lenhart Wealth
Virginia
$258K
EGA
2020
E&G Advisors
Texas
$258K
WAG
2021
Wilkerson Advisory Group
Missouri
$258K
RMDI
2022
R.M. Davis Inc
Maine
$257K
WI
2023
Westbourne Investments
Virginia
$257K
GSWA
2024
Good Steward Wealth Advisors
Tennessee
$256K
DAM
2025
Doheny Asset Management
California
$255K