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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
TIAA Trust, National Association
2226
TIAA Trust, National Association
North Carolina
$135K -$5.84M -100,145 -98%
FC
2227
Fairscale Capital
New Hampshire
$133K
AWM
2228
Activest Wealth Management
Florida
$131K +$31.2K +536 +33%
NEWAS
2229
N.E.W. Advisory Services
Wisconsin
$130K +$22.4K +384 +22%
AWM
2230
Abound Wealth Management
Tennessee
$130K +$8.92K +153 +8%
CWM
2231
Cranbrook Wealth Management
Michigan
$130K
CVM
2232
Cheviot Value Management
California
$129K
GSEP
2233
Golden State Equity Partners
California
$128K +$123K +2,105 New
OWA
2234
Opal Wealth Advisors
New York
$123K +$118K +2,031 New
SIS
2235
Strategic Investment Solutions
Illinois
$122K +$1.22K +21 +1%
CLOS
2236
Compagnie Lombard Odier SCmA
Switzerland
$121K
VNT
2237
Vanguard National Trust
Pennsylvania
$121K +$116K +1,997 New
CMP
2238
Coston McIsaac & Partners
Maine
$121K
CFSG
2239
Community Financial Services Group
Vermont
$119K +$113K +1,931 New
JWM
2240
JPL Wealth Management
Colorado
$119K +$114K +1,961 New
STB
2241
S&T Bank
Pennsylvania
$116K +$1.69K +29 +2%
QWM
2242
Quaker Wealth Management
New Jersey
$116K -$10.7K -183 -9%
HC
2243
Hara Capital
Washington
$116K
DF
2244
Dunhill Financial
United Kingdom
$115K +$106K +1,824 +2,722%
BAM
2245
Byrne Asset Management
New Jersey
$114K -$23.1K -396 -17%
GWM
2246
Gilpin Wealth Management
Colorado
$114K
TLA
2247
Tanglewood Legacy Advisors
Texas
$113K
AGA
2248
Arkos Global Advisors
Texas
$113K +$108K +1,857 New
PAI
2249
Pittenger & Anderson Inc
Nebraska
$112K
GWS
2250
Greykasell Wealth Strategies
California
$112K +$12.5K +214 +13%