We are live on ! Find out more
BMY icon

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
PCM
2176
Payne Capital Management
New York
$201K +$193K +3,313 New
GJWM
2177
Gilliland Jeter Wealth Management
Arkansas
$201K +$193K +3,312 New
SP
2178
SmartHarvest Portfolios
Washington
$200K +$192K +3,299 New
HB
2179
Horizon Bancorp
Indiana
$200K +$34.9K +598 +22%
MUMSS
2180
Mitsubishi UFJ Morgan Stanley Securities
Japan
$191K -$51.8K -889 -22%
SSG
2181
Summit Securities Group
New York
$190K -$4.8M -82,290 -96%
CCMI
2182
Creative Capital Management Investments
California
$190K +$1.46K +25 +0.8%
MWA
2183
Medallion Wealth Advisors
Connecticut
$189K +$641 +11 +0.4%
FPB
2184
First PREMIER Bank
South Dakota
$188K -$9.97K -171 -5%
FMTCOCP
2185
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$188K -$5.83K -100 -3%
PSB
2186
Piscataqua Savings Bank
New Hampshire
$188K
CFD
2187
Creative Financial Designs
Indiana
$186K -$3.15K -54 -2%
CTA
2188
Colonial Trust Advisors
South Carolina
$185K
FCAS
2189
First Command Advisory Services
Texas
$185K +$31K +531 +21%
CFG
2190
Chapman Financial Group
Hawaii
$185K -$20.2K -347 -10%
KFAS
2191
Keating Financial Advisory Services
Kansas
$184K -$650K -11,153 -79%
GSWM
2192
Golden State Wealth Management
California
$184K +$525 +9 +0.3%
UFF
2193
USA Financial Formulas
Michigan
$181K +$174K +2,978 New
SFG
2194
Strive Financial Group
Indiana
$180K
SAM
2195
Sherman Asset Management
California
$173K
SIC
2196
SJS Investment Consulting
Ohio
$173K +$43.1K +739 +35%
SMBT
2197
Southern Michigan Bank & Trust
Michigan
$171K +$164K +2,820 New
TVWM
2198
Tower View Wealth Management
Wisconsin
$170K +$1.52K +26 +0.9%
BFPW
2199
BOK Financial Private Wealth
Colorado
$169K +$2.97K +51 +2%
PCFFS
2200
Pacific Center for Financial Services
California
$167K