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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
PB
2201
Prosperity Bancshares
Texas
$167K +$69.5K +1,193 +77%
WBC
2202
West Branch Capital
Massachusetts
$167K -$5.71K -98 -3%
HIA
2203
HFM Investment Advisors
New Jersey
$166K +$1.98K +34 +1%
CYG
2204
Clean Yield Group
Vermont
$163K
SGK
2205
Steigerwald Gordon & Koch
Virginia
$162K -$2.74K -47 -2%
C
2206
Covestor
United Kingdom
$161K -$182K -3,116 -54%
BW
2207
Basepoint Wealth
Iowa
$161K -$4.84K -83 -3%
FAMI
2208
Fideuram Asset Management (Ireland)
$158K -$1.15M -19,698 -88%
QC
2209
Quent Capital
New York
$156K -$24.4K -419 -14%
WPA
2210
Wealth Preservation Advisors
Tennessee
$154K +$8.57K +147 +6%
CW
2211
CrossGen Wealth
North Carolina
$154K +$291 +5 +0.2%
KFA
2212
Kelleher Financial Advisors
New York
$152K +$29.1K +500 +18%
SIS
2213
Sound Income Strategies
Florida
$152K -$35.3K -605 -20%
CT
2214
Clearstead Trust
Maine
$147K -$816 -14 -0.6%
GWP
2215
Gen-Wealth Partners
Michigan
$147K +$3.79K +65 +3%
ACA
2216
American Capital Advisory
Idaho
$145K +$1.69K +29 +1%
BWL
2217
Bogart Wealth LLC
Virginia
$145K -$12.4K -213 -8%
DIP
2218
DT Investment Partners
Pennsylvania
$145K
ME
2219
McIlrath & Eck
Washington
$141K -$4.02K -69 -3%
JWA
2220
JFS Wealth Advisors
Pennsylvania
$140K -$8.34K -143 -6%
PB
2221
Pinnacle Bancorp
Nebraska
$139K
CAL
2222
Capital Advisors Ltd
Ohio
$138K +$1.17K +20 +0.9%
AIS
2223
Advocate Investing Services
Maryland
$137K
SL
2224
Salomon & Ludwin
Virginia
$137K -$4.2K -72 -3%
ANBT
2225
American National Bank & Trust
Texas
$136K -$15.8K -271 -11%