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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$201M -$4.53M -77,660 -2%
LPL Financial
77
LPL Financial
California
$195M +$20.9M +359,262 +13%
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$194M +$45M +772,565 +32%
Canada Life
79
Canada Life
Manitoba, Canada
$187M +$5.33M +91,428 +3%
Ensign Peak Advisors
80
Ensign Peak Advisors
Utah
$182M +$45.8M +785,725 +35%
Swedbank
81
Swedbank
Sweden
$180M -$1.03M -17,734 -0.6%
AIM
82
Artemis Investment Management
United Kingdom
$175M +$66.7M +1,144,545 +66%
FWIA
83
Fort Washington Investment Advisors
Ohio
$158M -$7.01M -120,333 -4%
Citigroup
84
Citigroup
New York
$155M +$10.7M +183,928 +8%
EPFB
85
Employees Provident Fund Board
Malaysia
$152M +$26.2M +450,000 +22%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$144M -$14.4M -247,146 -9%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$143M -$42.2M -723,372 -23%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$143M +$187K +3,200 +0.1%
Principal Financial Group
89
Principal Financial Group
Iowa
$141M +$6.94K +119 +0%
Jane Street
90
Jane Street
New York
$137M +$123M +2,102,131 +1,287%
Capital World Investors
91
Capital World Investors
California
$135M +$130M +2,225,030 New
SEI Investments
92
SEI Investments
Pennsylvania
$133M +$9.72M +166,705 +8%
A
93
AustralianSuper
Australia
$129M -$12.2M -209,324 -9%
HF
94
HRT Financial
New York
$126M +$109M +1,876,844 +943%
N
95
Natixis
France
$125M +$30.5M +522,535 +34%
Nordea Investment Management
96
Nordea Investment Management
Sweden
$122M +$107M +1,832,750 +915%
Stifel Financial
97
Stifel Financial
Missouri
$122M +$864K +14,825 +0.7%
SI
98
Sofinnova Investments
California
$121M +$27.7M +475,727 +31%
Macquarie Group
99
Macquarie Group
Australia
$119M -$3.35M -57,459 -3%
Lazard Asset Management
100
Lazard Asset Management
New York
$117M +$21.5M +368,193 +24%

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.