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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
GWSA
2326
Global Wealth Strategies & Associates
Colorado
$56.1K -$1.11K -19 -2%
BT
2327
Banque Transatlantique
France
$55.8K
CAM
2328
Chesapeake Asset Management
New York
$55.6K
RBC
2329
Roble Belko & Company
Pennsylvania
$55K +$466 +8 +0.9%
RF
2330
Robbins Farley
New Hampshire
$54.8K
FFA
2331
Frazier Financial Advisors
Ohio
$54.3K +$39.3K +674 +304%
JAM
2332
JCIC Asset Management
Ontario, Canada
$53.1K +$31.2K +535 +157%
EF
2333
Entrust Financial
Pennsylvania
$52.4K -$466 -8 -0.9%
PF
2334
PlanVest Financial
Maryland
$51.7K +$49.7K +852 New
AFC
2335
Ares Financial Consulting
California
$51.2K +$22K +378 +84%
OA
2336
Operose Advisors
Wisconsin
$50.8K +$19.7K +338 +68%
DFA
2337
DHJJ Financial Advisors
Illinois
$49.9K +$175 +3 +0.4%
KAS
2338
Kemnay Advisory Services
New York
$49.7K -$18K -308 -27%
LD
2339
Lipe & Dalton
New York
$49K
AFG
2340
Albion Financial Group
Utah
$48.5K
RIAS
2341
Rachor Investment Advisory Services
Michigan
$48.4K +$4.08K +70 +10%
BBPWM
2342
Blue Bell Private Wealth Management
Pennsylvania
$48.4K +$117 +2 +0.3%
SVWA
2343
Sarver Vrooman Wealth Advisors
Missouri
$46.5K +$1.63K +28 +4%
EPAM
2344
Evelyn Partners Asset Management
$46.3K
CPG
2345
Cornerstone Planning Group
New Jersey
$45.6K +$10.7K +184 +30%
VWM
2346
Vermillion Wealth Management
Minnesota
$45.5K +$3.79K +65 +9%
FG
2347
Fairman Group
Pennsylvania
$43.5K
CWP
2348
Clark Wealth Partners
Illinois
$43.5K
BFS
2349
Beacon Financial Strategies
North Carolina
$42.9K -$175 -3 -0.4%
ETS
2350
ESL Trust Services
New York
$42.5K