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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
YDMI
2251
Y.D. More Investments
Israel
$112K -$36K -617 -25%
PMFA
2252
Plante Moran Financial Advisors
Michigan
$112K -$66.1K -1,134 -38%
WA
2253
WPG Advisers
Maryland
$112K +$4.14K +71 +4%
BW
2254
Bravera Wealth
North Dakota
$111K
SA
2255
Scarborough Advisors
Maryland
$109K +$105K +1,793 New
HFS
2256
Hughes Financial Services
Virginia
$109K +$1.98K +34 +2%
BGAI
2257
Bruce G. Allen Investments
Colorado
$105K +$14.7K +253 +17%
ATC
2258
Advantage Trust Company
Kansas
$103K -$21.8K -374 -18%
MAFA
2259
MJT & Associates Financial Advisory
Minnesota
$103K
TPWA
2260
Twin Peaks Wealth Advisors
California
$103K +$98.9K +1,697 New
AEPWM
2261
Atlantic Edge Private Wealth Management
Florida
$103K +$2.45K +42 +3%
CFFP
2262
Center for Financial Planning
Michigan
$101K -$7.75K -133 -7%
HIM
2263
Hillsdale Investment Management
Ontario, Canada
$101K -$1.22M -21,000 -93%
SIA
2264
Strategic Investment Advisors
Michigan
$101K +$96.7K +1,658 New
OCWP
2265
Owl Creek Wealth Partners
Colorado
$100K +$96.4K +1,654 New
DWP
2266
Destiny Wealth Partners
Florida
$100K +$96.2K +1,651 New
FC
2267
Financial Consulate
Maryland
$99.8K -$64.4K -1,104 -40%
HNW
2268
High Note Wealth
Minnesota
$99.5K +$5.07K +87 +6%
LWM
2269
Lodestone Wealth Management
Washington
$98.4K +$816 +14 +0.9%
BHWM
2270
Beaird Harris Wealth Management
Texas
$97.2K -$8.51K -146 -8%
BCM
2271
Basso Capital Management
Connecticut
$96.1K
TSMHT
2272
Thurston Springer Miller Herd & Titak
Indiana
$95.9K -$12.1K -207 -12%
TC
2273
Tacita Capital
Ontario, Canada
$94.8K +$15K +258 +20%
FCMT
2274
Founders Capital Management (Texas)
Texas
$91K
MPW
2275
MASECO Private Wealth
$89.8K