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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
SC
401
Scotia Capital
Ontario, Canada
$9.95M -$8.75M -150,057 -48%
1IA
402
1834 Investment Advisors
Wisconsin
$9.92M +$179K +3,065 +2%
SG
403
Sienna Gestion
France
$9.88M
GLA
404
Great Lakes Advisors
Illinois
$9.88M +$1.53M +26,203 +19%
P
405
&Partners
Tennessee
$9.79M +$1.09M +18,733 +13%
AUB
406
Atlantic Union Bankshares
Virginia
$9.76M -$4.94M -84,692 -34%
HAI
407
Hennessy Advisors Inc
California
$9.73M +$4.06M +69,700 +77%
Rafferty Asset Management
408
Rafferty Asset Management
New York
$9.69M -$3.73M -63,934 -29%
KFP
409
Keystone Financial Planning
Ohio
$9.68M
BCM
410
Brookstone Capital Management
Illinois
$9.65M +$2.07M +35,588 +29%
Loomis, Sayles & Company
411
Loomis, Sayles & Company
Massachusetts
$9.62M -$3.77M -64,612 -29%
UM
412
UniSuper Management
Australia
$9.59M -$183K -3,145 -2%
GIBU
413
Gulf International Bank (UK)
United Kingdom
$9.53M +$3.27M +56,073 +55%
GIM
414
Goelzer Investment Management
Indiana
$9.5M +$1.67M +28,707 +22%
OAC
415
OMERS Administration Corp
Ontario, Canada
$9.43M +$1.8M +30,934 +25%
DPL
416
Danica Pension Livsforsikrings
$9.43M +$9.06M +155,446 New
TE
417
Tema ETFs
New York
$9.38M +$1.56M +26,838 +21%
EP
418
Edgestream Partners
New Jersey
$9.37M +$9M +154,427 New
ATPW
419
Ashton Thomas Private Wealth
Arizona
$9.34M +$1.34M +22,995 +18%
AG
420
Algert Global
California
$9.23M -$345K -5,919 -4%
CA
421
Clearstead Advisors
Ohio
$9.18M +$1.48M +25,436 +20%
SSA
422
Schonfeld Strategic Advisors
New York
$9.11M -$14.7M -252,821 -62%
SCM
423
Shelton Capital Management
Colorado
$8.92M -$4.99M -85,567 -37%
AssetMark Inc
424
AssetMark Inc
California
$8.78M -$1.45M -24,825 -15%
JGUA
425
John G. Ullman & Associates
New York
$8.77M -$313K -5,375 -4%

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.