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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
SCA
2101
Sandy Cove Advisors
Massachusetts
$228K +$219K +3,756 New
PJSIMP
2102
P.J. Schmidt Investment Management (PJS)
Wisconsin
$227K
PWC
2103
PYA Waltman Capital
Tennessee
$227K
BFG
2104
Birch Financial Group
New Hampshire
$226K +$218K +3,733 New
SHA
2105
Seneca House Advisors
Virginia
$226K -$13.2K -227 -6%
AWAP
2106
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$226K +$217K +3,725 New
JRPIM
2107
Journey Retirement Planning & Investment Management
Idaho
$226K -$362K -6,203 -63%
WDC
2108
Woodward Diversified Capital
California
$225K +$1.11K +19 +0.5%
MAM
2109
Madison Asset Management
Wisconsin
$225K
MCA
2110
Millennium Capital Advisors
Arkansas
$225K +$216K +3,710 New
OAM
2111
Oxford Asset Management
United Kingdom
$225K +$216K +3,707 New
EAN
2112
Excelsior Advisor Network
Colorado
$225K -$9.91K -170 -4%
CFA
2113
Churchill Financial Advisors
Kentucky
$224K +$216K +3,700 New
SCM
2114
SKBA Capital Management
California
$224K +$216K +3,700 New
FB
2115
Finward Bancorp
Indiana
$224K +$215K +3,695 New
ATIA
2116
American Trust Investment Advisors
New Hampshire
$224K +$215K +3,693 New
IF
2117
IRON Financial
Illinois
$224K +$215K +3,691 New
AAM
2118
Aureus Asset Management
Massachusetts
$224K -$933K -15,997 -81%
GHA
2119
Granite Harbor Advisors
Texas
$223K +$214K +3,670 New
SAM
2120
S.A. Mason
Michigan
$222K +$2.97K +51 +1%
SGC
2121
Slocum, Gordon & Co
Rhode Island
$221K +$213K +3,646 New
KJWM
2122
Kiley Juergens Wealth Management
Washington
$220K +$212K +3,636 New
HWM
2123
HBE Wealth Management
Nebraska
$220K +$212K +3,633 New
TM
2124
TigerOak Management
New Mexico
$220K +$211K +3,627 New
HA
2125
Hamel Associates
New Jersey
$220K +$211K +3,622 New