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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
GKIM
2276
GW&K Investment Management
Massachusetts
$88K +$1.75K +30 +2%
LFA
2277
Longview Financial Advisors
Alabama
$87.9K +$84.5K +1,450 New
BGA
2278
Battery Global Advisors
Massachusetts
$87.1K
MCP
2279
Miller Capital Partners
Michigan
$87K
MS
2280
Monetary Solutions
Ohio
$84.9K
TWM
2281
TopTier Wealth Management
Wisconsin
$84.7K +$81.4K +1,397 New
AIM
2282
Axiom Investment Management
New York
$84.1K +$80.9K +1,387 New
OAJ
2283
Ogorek Anthony Joseph
New York
$84K
HCA
2284
Harbor Capital Advisors
Illinois
$84K +$46.8K +802 +137%
FDCP
2285
Foster Dykema Cabot & Partners
Massachusetts
$81.8K
BOJHT
2286
Bank of Jackson Hole Trust
Wyoming
$81.3K +$2.04K +35 +3%
TFM
2287
TFC Financial Management
Massachusetts
$80.8K -$64.1K -1,100 -45%
PG
2288
Proffitt & Goodson
Tennessee
$80.7K -$7.46K -128 -9%
OCM
2289
Orion Capital Management
California
$78.8K -$14.6K -250 -16%
SNB
2290
Security National Bank
Nebraska
$78.5K
WETS
2291
Wealth Enhancement Trust Services
South Dakota
$78.1K -$13.5K -232 -15%
VWA
2292
VSM Wealth Advisory
Maryland
$77.1K +$13.6K +234 +23%
VFM
2293
Vision Financial Markets
Connecticut
$76.3K +$175 +3 +0.2%
RTC
2294
Riverview Trust Company
Washington
$76.1K -$12.7K -217 -15%
GFA
2295
Godfrey Financial Associates
New York
$75.3K
TCM
2296
Tradewinds Capital Management
Washington
$73.9K +$758 +13 +1%
IUHSA
2297
Itau Unibanco Holding S.A.
Brazil
$73.9K +$2.39K +41 +3%
OW
2298
Olistico Wealth
Oklahoma
$72.8K
MCA
2299
McGuire Capital Advisors
Oklahoma
$72.5K +$66K +1,132 +1,797%
MCM
2300
MV Capital Management
Maryland
$71.9K +$3.56K +61 +5%