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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
CTC
2401
Cetera Trust Company
Minnesota
$20K
YP
2402
YANKCOM Partnership
South Dakota
$19.5K
AW
2403
Avion Wealth
Texas
$19K +$2.21K +38 +13%
LC
2404
Lavaca Capital
Texas
$18.7K +$2.21K +38 +14%
WAS
2405
Winch Advisory Services
Wisconsin
$18.6K +$175 +3 +1%
HCM
2406
Hollencrest Capital Management
California
$18.5K
CWIG
2407
Chung Wu Investment Group
Texas
$18.2K
HI
2408
Hoey Investments
Pennsylvania
$18.2K
VWA
2409
Valued Wealth Advisors
Utah
$17.8K +$1.63K +28 +11%
DCM
2410
Dorato Capital Management
Colorado
$17.8K
MWA
2411
Miller Wealth Advisors
Colorado
$17K +$233 +4 +1%
PJC
2412
Phillip James Consulting
Minnesota
$17K +$1.34K +23 +9%
KA
2413
Kozak & Associates
Colorado
$16.7K +$175 +3 +1%
MSWM
2414
Mowery & Schoenfeld Wealth Management
Illinois
$16.7K
SFAM
2415
Sawyer Falduto Asset Management
Illinois
$16.6K
BSC
2416
Brown Shipley & Co
United Kingdom
$16.4K
GF
2417
GGM Financials
Ohio
$16.3K
MWM
2418
Mascoma Wealth Management
New Hampshire
$15.4K
BHWM
2419
Bay Harbor Wealth Management
Maryland
$15.2K +$5.01K +86 +52%
FDW
2420
Fourth Dimension Wealth
Ohio
$15.2K -$1.98K -34 -12%
SFS
2421
Sunrise Financial Services
Washington
$14.6K
CTB
2422
Country Trust Bank
Illinois
$14.3K
PP
2423
Pacifica Partners
Canada
$13.9K
RAM
2424
Ramirez Asset Management
New York
$13.1K
DPW
2425
DiNuzzo Private Wealth
Pennsylvania
$13K +$933 +16 +8%