We are live on ! Find out more
BMY icon

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
MHR
2351
Matthew Hamilton Rosenberg
$42.2K
DWM
2352
Dogwood Wealth Management
Kansas
$42.1K +$14.7K +252 +57%
RCM
2353
Raleigh Capital Management
North Carolina
$42.1K +$7.64K +131 +23%
KFP
2354
Kerr Financial Planning
California
$42.1K -$1.11K -19 -3%
RWM
2355
Rialto Wealth Management
New York
$41.8K +$2.39K +41 +6%
FFO
2356
Fortitude Family Office
Arizona
$40.2K -$285K -4,883 -88%
TFGT
2357
TS Financial Group (TSFG)
Illinois
$40K +$58 +1 +0.2%
WWM
2358
Wolff Wiese Magana
California
$39.7K -$700 -12 -2%
CFP
2359
Comprehensive Financial Planning
Pennsylvania
$38.8K +$350 +6 +0.9%
PWA
2360
Physician Wealth Advisors
Utah
$38.3K +$9.04K +155 +32%
GAA
2361
Global Assets Advisory
Florida
$38.1K +$36.6K +628 New
CAC
2362
Core Alternative Capital
Georgia
$37.6K
IWS
2363
Intentional Wealth Strategies
Colorado
$37.3K +$35.9K +615 New
WCM
2364
Westend Capital Management
California
$37.1K -$3.32K -57 -9%
IA
2365
IFS Advisors
Kansas
$35.1K +$33.8K +579 New
B
2366
Bayban
Minnesota
$34.9K
DWM
2367
Darwin Wealth Management
Florida
$34.1K +$350 +6 +1%
KG
2368
Kilter Group
New York
$33.5K +$5.89K +101 +22%
RFS
2369
Richardson Financial Services
Massachusetts
$33.4K +$6.41K +110 +25%
BIA
2370
Bell Investment Advisors
California
$32.9K +$4.66K +80 +17%
IWM
2371
IMG Wealth Management
Florida
$32.4K +$5.48K +94 +21%
NRWA
2372
North Ridge Wealth Advisors
Oregon
$32.1K
AT
2373
Avalon Trust
New Mexico
$31.6K
GCP
2374
Gill Capital Partners
Colorado
$31.2K +$30K +514 New
HWP
2375
Highline Wealth Partners
California
$30.9K +$11.8K +202 +66%