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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
RFC
451
Regions Financial Corp
Alabama
$7.55M -$263K -4,510 -3%
1832 Asset Management
452
1832 Asset Management
Ontario, Canada
$7.54M -$2.36M -40,453 -25%
MAM
453
Milestone Asset Management
Pennsylvania
$7.5M +$4.78M +81,984 +196%
AAA
454
Adams Asset Advisors
Texas
$7.48M
MSU
455
Mizuho Securities USA
New York
$7.47M -$1.46M -25,116 -17%
BAM
456
Belpointe Asset Management
Nevada
$7.45M +$183K +3,132 +3%
FPAS
457
Focus Partners Advisor Solutions
Missouri
$7.42M -$694K -11,900 -9%
EA
458
Ellsworth Advisors
Ohio
$7.38M +$337K +5,782 +5%
WA
459
WealthTrust Axiom
Pennsylvania
$7.37M +$6.35K +109 +0.1%
ACIM
460
Azimuth Capital Investment Management
Michigan
$7.29M +$139K +2,390 +2%
EH
461
Equitable Holdings
New York
$7.27M +$1.5M +25,783 +24%
KRS
462
Kentucky Retirement Systems
Kentucky
$7.22M +$466K +7,988 +6%
BP
463
BNP Paribas
France
$7.2M +$2.3M +39,456 +50%
Balyasny Asset Management
464
Balyasny Asset Management
Illinois
$7.2M -$71.3M -1,222,647 -91%
CG
465
Caprock Group
Idaho
$7.16M +$2.45M +41,997 +55%
Lido Advisors
466
Lido Advisors
California
$7.15M -$552K -9,477 -7%
PA
467
Pinnacle Associates
New York
$7.14M -$18.9K -324 -0.3%
C
468
Certuity
Florida
$7.1M -$185K -3,173 -3%
MT
469
Midwest Trust
Kansas
$7.05M -$239K -4,106 -3%
KA
470
Kintegral Advisory
New York
$7.04M -$300K -5,148 -4%
TCM
471
Telos Capital Management
California
$7.04M +$3.85K +66 +0.1%
HIMCH
472
Hartford Investment Management Co (HIMCO)
Connecticut
$7.04M -$92K -1,579 -1%
FFA
473
Farther Finance Advisors
California
$7.03M +$2.08M +35,658 +46%
KWM
474
Kingsview Wealth Management
Oregon
$6.98M +$4.04M +69,258 +151%
BG
475
Bollard Group
Massachusetts
$6.97M -$658K -11,294 -9%

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.