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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
SAM
626
Silvercrest Asset Management
New York
$4.09M -$2.14M -36,653 -35%
APP
627
Avantax Planning Partners
Iowa
$4.07M -$437K -7,501 -10%
LFS
628
Leibman Financial Services
Nebraska
$4.06M +$3.9M +66,907 New
WMA
629
West Michigan Advisors
Michigan
$4.04M +$3.89M +66,662 New
LWL
630
Leo Wealth LLC
Texas
$4M +$805K +13,804 +26%
IWM
631
IHT Wealth Management
Illinois
$4M +$976K +16,749 +34%
JCM
632
Jacobi Capital Management
Pennsylvania
$4M -$28.8K -494 -0.7%
KC
633
KCM Capital
Kansas
$3.99M +$3.84M +65,800 New
NMIMC
634
Northwestern Mutual Investment Management Company
Wisconsin
$3.95M +$6.76K +116 +0.2%
NLP
635
Next Level Private
New York
$3.95M +$229K +3,927 +6%
DCM
636
Donaldson Capital Management
Indiana
$3.94M +$228K +3,905 +6%
MIP
637
Marietta Investment Partners
Wisconsin
$3.94M +$608K +10,430 +19%
BCI
638
Brinker Capital Investments
Pennsylvania
$3.94M -$235K -4,030 -6%
TCM
639
Tufton Capital Management
Maryland
$3.9M -$26.7K -458 -0.7%
RBC
640
Romano Brothers & Co
Illinois
$3.9M +$583 +10 +0%
VT
641
Vise Technologies
New York
$3.89M
RRAM
642
River Road Asset Management
Kentucky
$3.89M -$1.85M -31,655 -33%
Assenagon Asset Management
643
Assenagon Asset Management
Luxembourg
$3.86M -$56.6K -971 -2%
KCM
644
Kerusso Capital Management
North Carolina
$3.82M -$261K -4,485 -7%
RFM
645
Royal Fund Management
Florida
$3.82M +$142K +2,436 +4%
T
646
TOBAM
France
$3.81M -$1.81M -31,028 -33%
PL
647
Perpetual Ltd
Australia
$3.81M -$229K -3,926 -6%
SAI
648
Savvy Advisors Inc
New York
$3.79M +$312K +5,357 +9%
PS
649
Principal Securities
Iowa
$3.79M +$326K +5,585 +10%
CPIG
650
Chicago Partners Investment Group
Illinois
$3.77M +$1.18M +20,249 +46%

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.