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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
RHAM
601
Round Hill Asset Management
California
$4.39M -$43.8K -752 -1%
WAOTB
602
Wealth Advisors of Tampa Bay
Florida
$4.39M -$8.16K -140 -0.2%
EWA
603
EP Wealth Advisors
California
$4.38M -$59.3K -1,017 -1%
CRI
604
Commonwealth Retirement Investments
Virginia
$4.37M +$248K +4,253 +6%
PWM
605
Perigon Wealth Management
California
$4.37M -$38.8K -666 -0.9%
MAWAG
606
Mid-American Wealth Advisory Group
Missouri
$4.35M
STA
607
Summit Trail Advisors
New York
$4.33M +$965K +16,548 +30%
ACM
608
Argyle Capital Management
Pennsylvania
$4.32M -$42.8K -735 -1%
TMAM
609
Tokio Marine Asset Management
Japan
$4.3M +$184K +3,151 +5%
CCT
610
Chemung Canal Trust
New York
$4.29M +$1.71M +29,413 +71%
PCIG
611
Partners Capital Investment Group
Massachusetts
$4.29M -$482K -8,264 -10%
Bessemer Group
612
Bessemer Group
New Jersey
$4.28M +$675K +11,584 +20%
EF
613
Empirical Finance
Pennsylvania
$4.27M -$8.74K -150 -0.2%
AWM
614
Aprio Wealth Management
Georgia
$4.27M +$1.1M +18,819 +36%
WS
615
Wedbush Securities
California
$4.25M +$174K +2,990 +4%
CA
616
Continental Advisors
Utah
$4.23M -$291K -5,000 -7%
EOJOAM
617
E. Ohman J:or Asset Management
Sweden
$4.22M -$87.4K -1,500 -2%
MVP
618
Miller Value Partners
Florida
$4.22M -$2.24M -38,500 -36%
CMF
619
Counterpoint Mutual Funds
California
$4.21M +$3.73M +64,010 +1,174%
RWP
620
RWA Wealth Partners
Massachusetts
$4.2M +$186K +3,199 +5%
BFA
621
Benedict Financial Advisors
Georgia
$4.2M +$32K +549 +0.8%
SFS
622
Sowell Financial Services
Arkansas
$4.15M +$133K +2,289 +3%
KF
623
Krilogy Financial
Missouri
$4.13M -$199K -3,421 -5%
MC
624
Moors & Cabot
Massachusetts
$4.11M -$429K -7,360 -10%
GIA
625
Gladstone Institutional Advisory
Florida
$4.1M -$1.32M -22,632 -25%

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.