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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
DAM
2026
Doheny Asset Management
California
$255K
CA
2027
Corecam AG
$254K +$244K +4,186 New
WCA
2028
Westover Capital Advisors
Delaware
$254K
KV
2029
Kickstand Ventures
New York
$253K +$17.8K +306 +8%
SW
2030
SkyOak Wealth
Michigan
$253K
OKSA
2031
O'Keefe Stevens Advisory
New York
$253K
AFT
2032
Alpha Family Trust
California
$252K
BCG
2033
Breakwater Capital Group
New Jersey
$252K +$242K +4,158 New
Skandinaviska Enskilda Banken (SEB)
2034
Skandinaviska Enskilda Banken (SEB)
Sweden
$251K -$233M -3,991,313 -100%
HIC
2035
Hamrick Investment Counsel
Washington
$251K +$234K +4,006 +2,967%
CA
2036
COFG Advisors
Illinois
$250K +$16.2K +278 +7%
PCMC
2037
Paragon Capital Management (Colorado)
Colorado
$250K -$175 -3 -0.1%
AA
2038
Addison Advisors
Vermont
$250K +$5.77K +99 +2%
KA
2039
Klingman & Associates
New York
$250K +$18.1K +310 +8%
CM
2040
Capula Management
Cayman Islands
$249K -$623K -10,682 -72%
WSFG
2041
Wall Street Financial Group
Illinois
$249K +$240K +4,112 New
PCA
2042
Prosperity Capital Advisors
Ohio
$249K -$4.66K -80 -2%
FNBOO
2043
First National Bank of Omaha
Nebraska
$249K -$7.64K -131 -3%
RWA
2044
Redhawk Wealth Advisors
Minnesota
$249K +$239K +4,101 New
SWK
2045
Stephen W. Kidder
$249K
RFA
2046
Resurgent Financial Advisors
Georgia
$248K -$15.3K -263 -6%
WA1
2047
Wimmer Associates 1
California
$248K
PMG
2048
ProVise Management Group
Florida
$247K -$44.5K -764 -16%
NP
2049
Nilsine Partners
Colorado
$247K +$250K +4,282 New
FG
2050
Foster Group
Iowa
$246K +$13.2K +227 +6%