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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
FFM
2576
Forum Financial Management
Illinois
-$925K -17,152 Closed
NERM
2577
New England Research & Management
Illinois
-$807K -14,955 Closed
PNC
2578
Point Nemo Capital
Texas
-$789K -14,634 Closed
Optiver Holding
2579
Optiver Holding
Netherlands
-$767K -14,215 Closed
WIA
2580
Wealthedge Investment Advisors
New York
-$755K -13,987 Closed
A
2581
AlphaQuest
New York
-$719K -13,321 Closed
M1FG
2582
Mach-1 Financial Group
Arkansas
-$702K -13,022 Closed
KLCM
2583
KG&L Capital Management
Louisiana
-$703K -13,011 Closed
3IP
2584
3Chopt Investment Partners
Virginia
-$655K -12,138 Closed
MMC
2585
Mizuho Markets Cayman
Cayman Islands
-$608K -11,264 Closed
AIP
2586
Arrowpoint Investment Partners
Singapore
-$583K -10,806 Closed
ALAM
2587
Asahi Life Asset Management
Japan
-$579K -10,740 Closed
CG
2588
Cynosure Group
Utah
-$565K -10,475 Closed
KJHP
2589
K.J. Harrison & Partners
Ontario, Canada
-$540K -10,017 Closed
RPC
2590
Rossmore Private Capital
Connecticut
-$534K -9,906 Closed
LWP
2591
LeClair Wealth Partners
Ohio
-$520K -9,636 Closed
SMA
2592
Sage Mountain Advisors
Georgia
-$516K -9,557 Closed
VI
2593
Versor Investments
New York
-$497K -9,206 Closed
OF
2594
Optimize Financial
California
-$493K -9,140 Closed
LAM
2595
LECAP Asset Management
United Kingdom
-$483K -8,951 Closed
AWA
2596
Arete Wealth Advisors
Illinois
-$472K -8,752 Closed
ITFISA
2597
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$472K -8,750 Closed
CFSG
2598
Clark Financial Services Group
Missouri
-$436K -8,215 Closed
CIAM
2599
Caitong International Asset Management
Hong Kong
-$432K -8,006 Closed
RC
2600
RBF Capital
California
-$432K -8,000 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.