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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
CI
326
CX Institutional
Indiana
$15.2M +$3.65M +62,551 +33%
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15M +$3.15M +54,090 +28%
BPA
328
Beacon Pointe Advisors
California
$14.9M +$3.79M +64,933 +36%
BF
329
BOK Financial
Oklahoma
$14.9M +$490K +8,401 +4%
SVWAG
330
Sound View Wealth Advisors Group
Georgia
$14.8M -$930K -15,952 -6%
SPIA
331
Steward Partners Investment Advisory
New York
$14.8M +$3.34M +57,376 +31%
CS
332
Cannell & Spears
New York
$14.7M -$521K -8,938 -4%
BA
333
Bridgewater Associates
Connecticut
$14.7M -$9.75M -167,203 -41%
HI
334
Horizon Investments
North Carolina
$14.6M +$7.35M +126,052 +107%
KAS
335
Kestra Advisory Services
Texas
$14.5M +$2.51M +42,995 +22%
AV
336
ASR Vermogensbeheer
Netherlands
$14.4M +$262K +4,490 +2%
Capital Fund Management (CFM)
337
Capital Fund Management (CFM)
France
$14.3M -$49.2M -844,824 -78%
AAM
338
Advisors Asset Management
Colorado
$14.2M +$697K +11,951 +5%
MIC
339
Mubadala Investment Company
United Arab Emirates
$14.2M -$1.35M -23,196 -9%
OPERF
340
Oregon Public Employees Retirement Fund
Oregon
$14.1M -$2.39K -41 -0%
VPIM
341
Vanguard Personalized Indexing Management
California
$14.1M +$1.21M +20,824 +10%
EI
342
Ethic Inc
New York
$14M +$1.13M +19,336 +9%
AP
343
Americana Partners
Texas
$14M +$1.14M +19,536 +9%
GHAM
344
Gilman Hill Asset Management
Connecticut
$14M -$430K -7,377 -3%
WB
345
WesBanco Bank
West Virginia
$13.8M -$264K -4,523 -2%
Pathstone Holdings
346
Pathstone Holdings
New Jersey
$13.8M +$2.39M +41,072 +22%
NA
347
NewEdge Advisors
Louisiana
$13.7M +$1.5M +25,771 +13%
PFM
348
Premier Fund Managers
United Kingdom
$13.6M +$758K +13,000 +6%
AFA
349
Abacus FCF Advisors
Florida
$13.6M -$9.39M -161,100 -42%
MCM
350
MAI Capital Management
Ohio
$13.6M +$1.49M +25,587 +13%

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.