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
WA
2626
Win Advisors
Florida
-$212K -3,922 Closed
1C
2627
111 Capital
France
-$206K -3,820 Closed
SMA
2628
Seven Mile Advisory
New Jersey
-$205K -3,793 Closed
PA
2629
PharVision Advisers
Florida
-$203K -3,762 Closed
AA
2630
Advisory Advocates
Michigan
-$202K -3,745 Closed
TCM
2631
Teza Capital Management
Illinois
-$201K -3,735 Closed
WIM
2632
Warwick Investment Management
Texas
-$201K -3,728 Closed
DT
2633
DV Trading
Illinois
-$130K -2,236 Closed
IRAG
2634
Investment Research & Advisory Group
Georgia
-$93.5K -1,696 Closed
XC
2635
XY Capital
Hong Kong
-$89.6K -1,661 Closed
EW
2636
Elyxium Wealth
California
-$78.2K -1,450 Closed
VLKIM
2637
Van Lanschot Kempen Investment Management
Netherlands
-$54.7K -1,014 Closed
GAFA
2638
Garton & Associates Financial Advisors
Kentucky
-$48K -891 Closed
TPBG
2639
Turning Point Benefit Group
Maryland
-$46K -852 Closed
CTWM
2640
Cherry Tree Wealth Management
Minnesota
-$43.2K -800 Closed
GAMC
2641
Garner Asset Management Corp
Texas
-$34.5K -640 Closed
CIA
2642
Cape Investment Advisory
Georgia
-$33K -613 Closed
EWA
2643
EQ Wealth Advisors
Texas
-$32.4K -600 Closed
CIM
2644
Contravisory Investment Management
Massachusetts
-$24.2K -448 Closed
HHMI
2645
Howard Hughes Medical Institute
Maryland
-$23.6K -438 Closed
KBFS
2646
Kohmann Bosshard Financial Services
Ohio
-$20.6K -382 Closed
QA
2647
Quattro Advisors
Pennsylvania
-$18.4K -341 Closed
OC
2648
Optima Capital
Oregon
-$18.3K -340 Closed
PSFG
2649
Park Square Financial Group
Georgia
-$18.4K -325 Closed
WWA
2650
Wealth Watch Advisors
Colorado
-$17.5K -324 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.