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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
TSW
676
Thompson Siegel & Walmsley
Virginia
$3.39M +$2.55M +43,750 +360%
GFM
677
GF Fund Management
China
$3.37M
SAM
678
Securian Asset Management
Minnesota
$3.35M -$6.41K -110 -0.2%
MWM
679
Meridian Wealth Management
Kentucky
$3.34M +$201K +3,448 +7%
ABC
680
Associated Banc-Corp
Wisconsin
$3.34M -$108K -1,857 -3%
CI
681
Capital International
California
$3.33M
BRWA
682
B. Riley Wealth Advisors
Florida
$3.33M -$152K -2,604 -4%
AIP
683
Ameritas Investment Partners
Nebraska
$3.32M -$36.7K -629 -1%
BFM
684
Boothbay Fund Management
New York
$3.31M +$2.77M +47,450 +667%
TCA
685
Transcend Capital Advisors
New Jersey
$3.29M -$137K -2,348 -4%
BE
686
Bonness Enterprises
District of Columbia
$3.29M
OFG
687
OmniStar Financial Group
North Carolina
$3.28M +$3.16M +54,162 New
Squarepoint
688
Squarepoint
New York
$3.28M -$25.4M -435,340 -89%
OAM
689
Ostrum Asset Management
France
$3.28M -$11.9K -204 -0.4%
VVP
690
Venture Visionary Partners
Ohio
$3.28M -$140K -2,410 -4%
GI
691
GAMMA Investing
California
$3.27M +$691K +11,854 +28%
SMI
692
Shelter Mutual Insurance
Missouri
$3.26M
PCM
693
Poehling Capital Management
Wisconsin
$3.26M -$14.4K -247 -0.5%
KRSITF
694
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.25M
HCM
695
Hillman Capital Management
Maryland
$3.22M -$50.4K -864 -2%
AC
696
Asio Capital
Kentucky
$3.22M +$3.09M +53,017 New
BAM
697
BOCHK Asset Management
Hong Kong
$3.21M +$3.09M +53,000 New
LWP
698
LMG Wealth Partners
Louisiana
$3.21M +$342K +5,866 +12%
EFS
699
Essex Financial Services
Connecticut
$3.21M -$98.1K -1,682 -3%
AIA
700
AIMZ Investment Advisors
California
$3.19M -$44.3K -760 -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.