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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
30.97%
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
EV
2126
EJMK Ventures
Illinois
$219K -$57.9K -993 -22%
HCM
2127
Hutchinson Capital Management
California
$219K +$211K +3,618 New
TAM
2128
Trillium Asset Management
Massachusetts
$219K +$211K +3,612 New
WAOI
2129
Wealth Advisors of Iowa
Iowa
$219K +$210K +3,607 New
MIC
2130
Meridian Investment Counsel
California
$217K +$209K +3,584 New
JC
2131
Jacobs & Co
California
$217K +$209K +3,580 New
FFA
2132
Fragasso Financial Advisors
Pennsylvania
$217K +$213K +3,656 New
AW
2133
Alchemi Wealth
Connecticut
$217K -$58.1K -996 -22%
ALA
2134
Atlas Legacy Advisors
California
$216K +$208K +3,569 New
AWM
2135
Accel Wealth Management
Iowa
$216K +$208K +3,569 New
BMWS
2136
Brady Martz Wealth Solutions
North Dakota
$216K -$14.6K -250 -7%
PHIC
2137
Pine Haven Investment Counsel
Massachusetts
$216K +$208K +3,561 New
RRA
2138
Round Rock Advisors
Connecticut
$215K +$206K +3,538 New
WFI
2139
West Family Investments
California
$214K +$206K +3,528 New
JGIA
2140
Jackson Grant Investment Advisers
Connecticut
$213K -$178K -3,050 -46%
APIM
2141
Agate Pass Investment Management
Washington
$212K +$204K +3,500 New
FFA
2142
Florida Financial Advisors
Florida
$212K +$204K +3,495 New
TIA
2143
Traphagen Investment Advisors
New Jersey
$212K +$204K +3,491 New
CCM
2144
Collar Capital Management
Wisconsin
$211K +$203K +3,485 New
OFW
2145
Omnia Family Wealth
Florida
$211K +$203K +3,479 New
MSFP
2146
Mark Sheptoff Financial Planning
Connecticut
$211K -$11.7K -200 -5%
EFG
2147
Ethos Financial Group
Pennsylvania
$211K +$200K +3,432 New
EMC
2148
Everest Management Corp
California
$210K +$202K +3,469 New
WG
2149
Wealth Group
North Carolina
$210K +$202K +3,458 New
HCMG
2150
Howard Capital Management Group
California
$210K