We are live on ! Find out more
BMY icon

Bristol-Myers Squibb

2,519 hedge funds and large institutions have $97.9B invested in Bristol-Myers Squibb in 2026 Q1 according to their latest regulatory filings, with 269 funds opening new positions, 1,055 increasing their positions, 871 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 269 | Existing positions closed: 149

21% more repeat investments, than reductions

Existing positions increased: 1,055 | 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: 2,4472,519 (+72)

4% less call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.54B

1.47% less ownership

Funds ownership: 80.65%79.17% (-1.5%)

Holders
2,519
Holders Change
+72
Holders Change %
+2.94%
% of All Funds
30.98%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.44%
New
269
Increased
1,055
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
GLF
2476
Groupe la Francaise
France
$4.61K
MWM
2477
Magnolia Wealth Management
Alabama
$4.55K +$4.37K +75 New
BFS
2478
Bare Financial Services
Pennsylvania
$4.37K +$583 +10 +16%
CH
2479
CDKV Holdings
Colorado
$4.25K
PWA
2480
Portus Wealth Advisors
North Carolina
$4.25K +$4.08K +70 New
Kayne Anderson Rudnick Investment Management
2481
Kayne Anderson Rudnick Investment Management
California
$4K -$1.46K -25 -27%
UIA
2482
Ulland Investment Advisors
Minnesota
$4K
KFG
2483
Kingdom Financial Group
Arizona
$3.73K +$1.28K +22 +55%
LAS
2484
Lloyd Advisory Services
Georgia
$3.73K +$1.4K +24 +63%
JSAM
2485
J. Safra Asset Management
New York
$3.64K +$3.5K +60 New
MCI
2486
MRP Capital Investments
Georgia
$3.52K
SHIM
2487
Stone House Investment Management
Pennsylvania
$3.27K +$2.51K +43 +391%
FMP
2488
Financial Management Professionals
Texas
$3.21K -$175 -3 -5%
WA
2489
WestEnd Advisors
North Carolina
$3.21K
BH
2490
Burk Holdings
Oklahoma
$3.09K +$2.97K +51 New
HIW
2491
Holos Integrated Wealth
Pennsylvania
$2.83K
PRAG
2492
Portfolio Resources Advisor Group
Florida
$2.67K -$466 -8 -15%
CMBA
2493
C.M. Bidwell & Associates
Hawaii
$2.55K
MFP
2494
Meramec Financial Planners
Missouri
$2.54K -$46.9K -804 -95%
TBFA
2495
Three Bearings Fiduciary Advisors
New Hampshire
$2.43K
BFS
2496
Burkett Financial Services
South Carolina
$2.4K
W
2497
WealthCollab
Washington
$2.25K
BA
2498
Bard Associates
Illinois
$2.25K +$2.16K +37 New
PS
2499
PayPay Securities
Japan
$2.24K -$583 -10 -21%
TCM
2500
TD Capital Management
Tennessee
$1.82K -$10.6K -182 -86%

BMY Hedge Fund Activity: Q1 2026 in Review

2,519 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2026, worth a combined $97.9B — up 11% from $88.5B a quarter earlier.

Buyers outnumbered sellers: 269 funds opened new BMY positions and 149 closed out — a net gain of 120 holders — while 1,055 added to existing stakes and 871 trimmed.

The largest buyer was Bank of America, adding an estimated $1.02B. The largest seller was Capital International Investors, cutting an estimated $732M.

  • 2,519 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2026, up from 2,447 in Q4 2025.
  • Funds reported $97.9B of Bristol-Myers Squibb stock for Q1 2026, up 11% quarter-over-quarter.
  • 269 funds opened new Bristol-Myers Squibb positions in Q1 2026 and 149 closed out, a net change of +120 holders.
  • The largest Bristol-Myers Squibb buyer in Q1 2026 was Bank of America, an estimated $1.02B added.
  • The largest Bristol-Myers Squibb seller in Q1 2026 was Capital International Investors, an estimated $732M sold.

Based on aggregated 13F filings for Q1 2026.