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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
GPFA
2501
Game Plan Financial Advisors
Ohio
$1.82K
HRC
2502
Hoertkorn Richard Charles
$1.46K
SA
2503
Seneschal Advisors
Washington
$1.46K +$233 +4 +20%
LWMI
2504
Legacy Wealth Management (Idaho)
Idaho
$1.27K +$1.22K +21 New
MAS
2505
MPWM Advisory Solutions
Georgia
$1.21K
DCM
2506
Davis Capital Management
Florida
$1.15K +$350 +6 +46%
CW
2507
Curio Wealth
Maryland
$970 +$233 +4 +33%
PIP
2508
Philadelphia Investment Partners
New Jersey
$788 +$758 +13 New
BIM
2509
Breakwater Investment Management
Washington
$668
KCM
2510
Key Capital Management
Tennessee
$607 +$117 +2 +25%
FPF
2511
First Pacific Financial
Washington
$607 +$583 +10 New
MWA
2512
Merkkuri Wealth Advisors
New York
$446 +$408 +7 New
DF
2513
DecisionPoint Financial
Arizona
$304 -$5.83K -100 -95%
3FI
2514
3 Factor Indexing
California
$304 +$291 +5 New
NWS
2515
Nvest Wealth Strategies
Ohio
$304 +$291 +5 New
RF
2516
RetireMitten Financial
Michigan
$243 +$233 +4 New
DAL
2517
Delta Accumulation LLC
California
$121
RJA
2518
Ross\Johnson & Associates
Minnesota
$121
MDA
2519
Minot DeBlois Advisors
Massachusetts
$48
FLP
2520
Financial Life Planners
Arizona
$34 +$58 +1 New
Norges Bank
2521
Norges Bank
Norway
-$1.95B -36,100,698 Closed
Two Sigma Advisers
2522
Two Sigma Advisers
New York
-$446M -8,270,200 Closed
RAM
2523
Readystate Asset Management
Illinois
-$46M -788,399 Closed
DCP
2524
Distillate Capital Partners
Illinois
-$35.1M -657,723 Closed
LCIP
2525
Life Cycle Investment Partners
-$34.4M -637,858 Closed

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.