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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
EWP
2301
Elevation Wealth Partners
California
$70.2K +$2.33K +40 +4%
SVCP
2302
Silicon Valley Capital Partners
California
$70K +$3.38K +58 +5%
EIM
2303
Essex Investment Management
Massachusetts
$67.9K
MLA
2304
MB, Levis & Associates
Pennsylvania
$66.8K +$700 +12 +1%
BOTPPF
2305
Board of the Pension Protection Fund
United Kingdom
$66.7K -$11.7K -200 -15%
HWA
2306
HHM Wealth Advisors
Tennessee
$66.7K -$6.41K -110 -9%
CAM
2307
Costello Asset Management
Pennsylvania
$66.7K -$1.46K -25 -2%
HWA
2308
Heritage Wealth Advisors
Virginia
$66.7K +$11.7K +200 +22%
HWM
2309
HighMark Wealth Management
Minnesota
$66.5K +$291 +5 +0.5%
S
2310
Sachetta
Massachusetts
$66.4K +$7.58K +130 +13%
WOSD
2311
WFA of San Diego
California
$64.5K
BCM
2312
Blume Capital Management
California
$63.9K
FP
2313
Financial Perspectives
Minnesota
$62.7K
PIS
2314
POM Investment Strategies
North Carolina
$62.7K +$7K +120 +13%
MTIC
2315
Missouri Trust & Investment Company
Missouri
$62.5K
CNBT
2316
Cornerstone National Bank & Trust
Illinois
$61.7K
PWMG
2317
Private Wealth Management Group
New Jersey
$61.7K
OCM
2318
Osbon Capital Management
Massachusetts
$61.5K
RFG
2319
REAP Financial Group
Texas
$59.7K +$6.18K +106 +12%
AAG
2320
Accordant Advisory Group
Maryland
$59.4K +$23.1K +397 +68%
PWS
2321
Peterson Wealth Services
Utah
$59.4K
NIM
2322
Nexus Investment Management
Ontario, Canada
$57.8K
BFP
2323
Birchwood Financial Partners
Minnesota
$56.4K
PWM
2324
Proathlete Wealth Management
Florida
$56.4K
FNWA
2325
Financial Network Wealth Advisors
Utah
$56.2K -$1.86K -32 -3%