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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
HWMO
2601
Heritage Wealth Management (Ohio)
Ohio
-$416K -7,708 Closed
CA
2602
Calton & Associates
Florida
-$362K -6,716 Closed
CDDEC
2603
Caisse Des Depots Et Consignations
France
-$355K -6,582 Closed
AFW
2604
Avantra Family Wealth
Pennsylvania
-$344K -6,382 Closed
HCM
2605
Hilton Capital Management
New York
-$336K -6,220 Closed
AWMM
2606
Aegis Wealth Management (Maryland)
Maryland
-$326K -6,049 Closed
CHJWM
2607
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$317K -5,879 Closed
JJBC
2608
James J. Burns & Company
New York
-$310K -5,752 Closed
SAM
2609
Satovsky Asset Management
New York
-$287K -5,315 Closed
FC
2610
Farringdon Capital
United Kingdom
-$285K -5,286 Closed
FAN
2611
Financial Advisors Network
California
-$284K -5,257 Closed
GWM
2612
GK Wealth Management
Nevada
-$282K -5,234 Closed
IA
2613
Intellus Advisors
Florida
-$277K -5,144 Closed
PWP
2614
Phillips Wealth Planners
Mississippi
-$279K -5,120 Closed
SIM
2615
Sentry Investment Management
Wisconsin
-$275K -5,098 Closed
BC
2616
Bridgefront Capital
Texas
-$270K -5,011 Closed
KOC
2617
Koss-Olinger Consulting
Florida
-$256K -4,743 Closed
MFS
2618
Mirabella Financial Services
United Kingdom
-$250K -4,632 Closed
HC
2619
Hourglass Capital
Texas
-$234K -4,330 Closed
BOS
2620
Bank of Stockton
California
-$232K -4,306 Closed
FWP
2621
Forefront Wealth Partners
Texas
-$224K -4,156 Closed
WWM
2622
WT Wealth Management
Arizona
-$224K -4,150 Closed
NRC
2623
New Republic Capital
North Carolina
-$218K -4,049 Closed
FNBOMD
2624
First National Bank of Mount Dora
Florida
-$216K -4,002 Closed
MAA
2625
Matrix Asset Advisors
New York
-$212K -3,929 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.