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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
WRPWM
2151
Werba Rubin Papier Wealth Management
California
$209K +$201K +3,449 New
MSCM
2152
McElhenny Sheffield Capital Management
Texas
$208K +$200K +3,436 New
PWM
2153
Pines Wealth Management
North Carolina
$208K -$47.2K -809 -19%
CAM
2154
Clark Asset Management
New Hampshire
$207K +$199K +3,417 New
RWS
2155
Resolute Wealth Strategies
Mississippi
$207K +$199K +3,416 New
BFA
2156
Beacon Financial Advisory
Ohio
$207K -$931K -15,966 -82%
MAV
2157
Mason & Associates (Virginia)
Virginia
$206K +$198K +3,403 New
CH
2158
Canton Hathaway
Rhode Island
$206K +$7.29K +125 +4%
EL
2159
EWA LLC
Pennsylvania
$206K +$198K +3,392 New
SAM
2160
Strategy Asset Managers
California
$206K +$198K +3,391 New
HAM
2161
Harmony Asset Management
Arizona
$206K +$198K +3,390 New
IPW
2162
Intergy Private Wealth
Colorado
$205K +$198K +3,388 New
ACM
2163
Armbruster Capital Management
New York
$205K +$197K +3,387 New
BCM
2164
Boreal Capital Management
Florida
$205K
CST
2165
Charles Schwab Trust
Nevada
$205K -$89.8K -1,541 -31%
QPW
2166
Quantum Private Wealth
Florida
$205K +$197K +3,374 New
PGAM
2167
Princeton Global Asset Management
New Jersey
$204K +$291 +5 +0.1%
SWGC
2168
Summit Wealth Group (Colorado)
Colorado
$204K +$196K +3,369 New
KFC
2169
Klingenstein Fields & Co
New York
$204K +$196K +3,366 New
SOW
2170
State of Wyoming
Wyoming
$204K -$293K -5,020 -60%
EAM
2171
Empirical Asset Management
Massachusetts
$204K +$196K +3,364 New
SHGA
2172
Sand Hill Global Advisors
California
$203K +$195K +3,353 New
PF
2173
Prosperitas Financial
California
$203K +$195K +3,352 New
CL
2174
CPWA LLC
Oregon
$201K +$211K +3,615 New
PWP
2175
Prasad Wealth Partners
Ohio
$201K +$193K +3,315 New