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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
NW
2076
Naviter Wealth
Arkansas
$239K -$36.3K -622 -14%
PPC
2077
Park Place Capital
Alabama
$238K +$150K +2,579 +191%
WG
2078
Warner Group
Connecticut
$238K +$228K +3,918 New
AW
2079
Atlas Wealth
Ohio
$237K
AMPWP
2080
Alvarez & Marsal Private Wealth Partners
Florida
$237K +$228K +3,915 New
DI
2081
DDFG Inc
California
$236K -$27.3K -469 -11%
HVIA
2082
Hudson Valley Investment Advisors
New York
$236K -$11.7K -200 -5%
KFS
2083
Kurt F. Somerville
$235K
GPA
2084
Guerra Pan Advisors
New Jersey
$235K +$226K +3,874 New
CGH
2085
CMG Global Holdings
Texas
$235K
SWM
2086
Shrier Wealth Management
California
$233K -$3.09K -53 -1%
RWP
2087
Revolve Wealth Partners
New Jersey
$233K +$224K +3,845 New
JAM
2088
Jupiter Asset Management
United Kingdom
$233K +$224K +3,838 New
CWA
2089
Canvas Wealth Advisors
Kansas
$232K +$223K +3,830 New
STA
2090
Smith Thornton Advisors
Alabama
$232K
CIC
2091
Chase Investment Counsel
Virginia
$232K
CG
2092
Curat Global
New Hampshire
$232K +$34.7K +595 +18%
TWP
2093
Tyche Wealth Partners
Texas
$232K +$291 +5 +0.1%
CMAI
2094
Capital Management Associates Inc
Minnesota
$231K -$37.4K -641 -14%
MWM
2095
Mattern Wealth Management
Kansas
$230K
CIA
2096
Compass Ion Advisors
Pennsylvania
$230K +$1.46K +25 +0.7%
BWM
2097
BlackDiamond Wealth Management
New York
$230K +$1.28K +22 +0.6%
RYIA
2098
Roehl & Yi Investment Advisors
Oregon
$229K +$220K +3,781 New
RIP
2099
Reliant Investment Partners
North Carolina
$229K
HFS
2100
Howard Financial Services
Texas
$229K +$220K +3,770 New