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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
IWC
376
Integrated Wealth Concepts
Massachusetts
$11.3M +$6.49M +111,405 +148%
CFB
377
Cullen/Frost Bankers
Texas
$11.1M +$1.4M +24,001 +15%
MNA
378
Manning & Napier Advisors
New York
$11.1M -$341K -5,851 -3%
FA
379
Faithward Advisors
Pennsylvania
$10.9M +$2.2M +37,688 +781%
RT
380
Rockland Trust
Massachusetts
$10.8M -$76.2K -1,307 -0.7%
SDIC
381
South Dakota Investment Council
South Dakota
$10.7M -$9.94M -170,538 -49%
MFAM
382
Motley Fool Asset Management
Virginia
$10.7M -$2.32M -39,880 -18%
CWP
383
Cyndeo Wealth Partners
Florida
$10.7M +$9.72M +166,653 +1,851%
UB
384
UMB Bank
Missouri
$10.6M -$165K -2,837 -2%
VC
385
Vestor Capital
Illinois
$10.6M +$10.2M +174,257 New
JPMIA
386
J.P. Marvel Investment Advisors
Massachusetts
$10.5M +$541K +9,273 +6%
BHCM
387
Brevan Howard Capital Management
Jersey
$10.3M -$6.16M -105,722 -38%
KBG
388
Kahn Brothers Group
New York
$10.3M -$1.85M -31,815 -16%
LA
389
LBP AM
France
$10.3M -$8.61M -147,721 -46%
SCM
390
Sterling Capital Management
North Carolina
$10.3M +$8.1M +138,960 +444%
KPWS
391
Kestra Private Wealth Services
Texas
$10.3M +$376K +6,446 +4%
CIC
392
Canal Insurance Company
South Carolina
$10.3M
UCFA
393
United Capital Financial Advisors
Texas
$10.3M +$589K +10,097 +6%
SFA
394
Sequoia Financial Advisors
Ohio
$10.2M +$885K +15,178 +10%
QC
395
Quadrature Capital
United Kingdom
$10.2M -$790K -13,551 -7%
CAMG
396
CWA Asset Management Group
Florida
$10.2M +$3.07M +52,724 +46%
ERSOT
397
Employees Retirement System of Texas
Texas
$10.2M -$4.47M -76,612 -31%
AG
398
Advocate Group
Minnesota
$10.1M +$75K +1,286 +0.8%
SCA
399
Stonebridge Capital Advisors
Minnesota
$10.1M -$276K -4,733 -3%
FRM
400
Foundation Resource Management
Arkansas
$10.1M +$584K +10,014 +6%

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.