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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
PF
476
Phoenix Financial
Israel
$6.93M
HPC
477
HM Payson & Co
Maine
$6.91M +$264K +4,529 +4%
IEFM
478
IQ EQ Fund Management
Ireland
$6.87M +$1.06M +18,200 +19%
BCV
479
Banque Cantonale Vaudoise
Switzerland
$6.86M +$615K +10,555 +10%
DT
480
Diversified Trust
Tennessee
$6.84M -$788K -13,509 -11%
LSA
481
Leonteq Securities AG
Switzerland
$6.83M +$3.02M +51,831 +85%
AAIS
482
ABN AMRO Investment Solutions
$6.8M +$805K +13,812 +14%
MMA
483
Miracle Mile Advisors
California
$6.78M -$3.5K -60 -0.1%
WIS
484
Wright Investors Service
Connecticut
$6.71M +$358K +6,146 +6%
OIA
485
OneDigital Investment Advisors
Kansas
$6.71M -$120K -2,059 -2%
ECM
486
ExodusPoint Capital Management
New York
$6.68M -$9.91M -170,049 -61%
CCM
487
Cinctive Capital Management
New York
$6.68M +$6.42M +110,079 New
HWM
488
HB Wealth Management
Georgia
$6.67M +$1.33M +22,867 +26%
RWM
489
Ritholtz Wealth Management
New York
$6.65M +$2.74M +47,082 +75%
MP
490
McDonald Partners
Ohio
$6.63M +$4.85M +83,160 +317%
HCM
491
Hudson Capital Management
New Jersey
$6.62M +$360K +6,169 +6%
WSFS
492
Wilmington Savings Fund Society
Delaware
$6.5M -$236K -4,045 -4%
QT
493
Quantbot Technologies
New York
$6.4M +$5.82M +99,914 +1,803%
PC
494
Promethos Capital
Massachusetts
$6.39M -$374K -6,410 -6%
TIM
495
Thompson Investment Management
Wisconsin
$6.38M -$16.4K -281 -0.3%
CTC
496
Central Trust Company
Missouri
$6.38M -$63.3K -1,085 -1%
CAM
497
Close Asset Management
United Kingdom
$6.38M -$177K -3,040 -3%
BMSSC
498
B. Metzler seel. Sohn & Co
Germany
$6.37M +$8.1K +139 +0.1%
CAIM
499
Catherine Avery Investment Management
Florida
$6.36M +$701K +12,024 +13%
IIM
500
Intact Investment Management
Quebec, Canada
$6.35M -$81.6K -1,400 -1%

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.