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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
AI
526
Atria Investments
North Carolina
$5.9M +$489K +8,391 +9%
CI Investments Inc
527
CI Investments Inc
Ontario, Canada
$5.84M -$351K -6,029 -6%
YIH
528
Y-Intercept (HK)
Hong Kong
$5.81M +$2.3M +39,472 +70%
CSP
529
Cary Street Partners
Virginia
$5.8M +$1.29M +22,212 +30%
TAM
530
Tocqueville Asset Management
New York
$5.77M +$330K +5,661 +6%
DILIC
531
Dai-ichi Life Insurance Company
Japan
$5.74M -$1.42M -24,302 -20%
WF
532
Welch & Forbes
Massachusetts
$5.72M +$18.5K +318 +0.3%
CIS
533
Capital International Sarl
California
$5.72M -$479K -8,221 -8%
A
534
Allianz
Germany
$5.7M -$572K -9,817 -9%
MGP
535
Metis Global Partners
California
$5.7M -$384K -6,591 -7%
JIC
536
Johnson Investment Counsel
Ohio
$5.65M -$807K -13,841 -13%
NMERB
537
New Mexico Educational Retirement Board
New Mexico
$5.64M
TFA
538
Toth Financial Advisory
Virginia
$5.64M +$1.23M +21,032 +29%
CM
539
Capital Management
Virginia
$5.63M -$448K -7,684 -8%
CII
540
Capital International Inc
California
$5.6M -$6.87M -117,856 -56%
PCA
541
Pallas Capital Advisors
Massachusetts
$5.6M -$227K -3,893 -4%
IAA
542
Independent Advisor Alliance
North Carolina
$5.56M +$601K +10,313 +13%
EAM
543
Erste Asset Management
Austria
$5.54M +$2.23M +38,315 +70%
DWP
544
Daymark Wealth Partners
Ohio
$5.53M +$619K +10,616 +13%
ASN
545
Advisory Services Network
Georgia
$5.39M +$170K +2,911 +3%
SCP
546
Sivia Capital Partners
California
$5.37M +$2.41M +41,261 +87%
VI
547
Vestcor Inc
New Brunswick, Canada
$5.36M -$18.5M -316,931 -78%
TCIIS
548
TIAA-CREF Individual & Institutional Services
New York
$5.35M +$5.14M +88,248 New
HW
549
Hamilton Wealth
California
$5.3M -$995K -17,071 -16%
SF
550
Summit Financial
New Jersey
$5.29M +$881K +15,121 +21%

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.