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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
FCA
1951
FLC Capital Advisors
California
$287K -$233 -4 -0.1%
OIAM
1952
OFI Invest Asset Management
France
$286K +$52.3K +897 +20%
VNA
1953
Valley National Advisers
Pennsylvania
$286K +$29.3K +503 +12%
GHA
1954
Good Harbor Advisors
Massachusetts
$286K
WI
1955
Wedgewood Investors
Pennsylvania
$285K -$11.7K -200 -4%
V
1956
VeraBank
Texas
$285K -$2.74K -47 -1%
FFG
1957
Frisch Financial Group
New York
$284K +$25.9K +444 +10%
CAC
1958
Certified Advisory Corp
Florida
$284K +$34.8K +597 +15%
EIP
1959
Ellis Investment Partners
Pennsylvania
$284K +$52.2K +896 +24%
FAOAI
1960
Fund Advisors of America Inc
Florida
$284K +$273K +4,680 New
LFM
1961
LGT Fund Management
Liechtenstein
$283K -$185K -3,172 -40%
TCOO
1962
Trust Company of Oklahoma
Oklahoma
$282K -$43.7K -750 -14%
MP
1963
Moment Partners
California
$281K
CP
1964
Camelot Portfolios
Ohio
$281K -$19K -326 -7%
SWA
1965
SFMG Wealth Advisors
Texas
$280K +$48.1K +825 +22%
FOA
1966
Five Oceans Advisors
California
$280K +$42.3K +725 +19%
ICP
1967
Impact Capital Partners
Colorado
$280K +$14.4K +247 +6%
AAG
1968
Armstrong Advisory Group
Massachusetts
$280K +$466 +8 +0.2%
DM
1969
Diversified Management
Wisconsin
$279K +$268K +4,602 New
LIM
1970
Lathrop Investment Management
Arkansas
$279K -$6.7K -115 -2%
BW
1971
BIP Wealth
Georgia
$279K +$41.8K +717 +18%
SWA
1972
SOA Wealth Advisors
New York
$279K -$45K -772 -14%
IAS
1973
Insigneo Advisory Services
Florida
$278K -$780K -13,373 -74%
GWANC
1974
Guardian Wealth Advisors (North Carolina)
North Carolina
$278K -$15.6K -268 -6%
PBO
1975
Peoples Bank (Ohio)
Ohio
$277K -$29.1K -500 -10%

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.