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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
CM
2526
Caption Management
Oklahoma
-$31.3M -537,700 Closed
FAF
2527
Första AP-fonden
Sweden
-$23.5M -436,400 Closed
Twin Tree Management
2528
Twin Tree Management
Texas
-$20.8M -356,621 Closed
MCM
2529
Masters Capital Management
Georgia
-$17.5M -300,000 Closed
EP
2530
Eversept Partners
New York
-$12.7M -235,293 Closed
CA
2531
Cornerstone Advisors
North Carolina
-$12.1M -223,500 Closed
TCM
2532
Tang Capital Management
California
-$10.8M -200,000 Closed
SCM
2533
Steadfast Capital Management
New York
-$10.4M -192,000 Closed
OA
2534
Oxbow Advisors
Texas
-$9.68M -179,524 Closed
BM
2535
Bridger Management
New York
-$6.21M -115,179 Closed
BJL
2536
Brighton Jones LLC
Washington
-$5.96M -110,540 Closed
AWM
2537
Axxcess Wealth Management
California
-$4.31M -79,944 Closed
UOTTAIMCU
2538
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$4.14M -76,818 Closed
TM
2539
Taproot Management
New York
-$4.07M -75,366 Closed
JWCA
2540
J.W. Cole Advisors
Florida
-$3.15M -67,193 Closed
OQS
2541
Occudo Quantitative Strategies
Florida
-$3.33M -61,820 Closed
CPC
2542
Consolidated Planning Corp
Georgia
-$3.33M -61,789 Closed
IA
2543
IFG Advisory
Georgia
-$3.06M -56,763 Closed
AFC
2544
Alpine Fox Capital
Nevada
-$2.7M -50,000 Closed
ES
2545
Element Squared
Minnesota
-$2.61M -48,420 Closed
CCP
2546
Clarkston Capital Partners
Michigan
-$2.53M -46,815 Closed
IMC Chicago
2547
IMC Chicago
Illinois
-$2.68M -45,935 Closed
CGPCS
2548
Capital Group Private Client Services
California
-$2.34M -43,470 Closed
IFU
2549
iSAM Funds (UK)
United Kingdom
-$2.27M -42,062 Closed
FRM
2550
Fox Run Management
Connecticut
-$2.27M -42,032 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.