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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
TWA
1976
TCI Wealth Advisors
Arizona
$277K -$11.7K -200 -4%
FWP
1977
Falcon Wealth Planning
California
$277K -$168K -2,882 -39%
LA
1978
Lakeside Advisors
Washington
$276K +$117 +2 +0%
WP
1979
Waycross Partners
Kentucky
$276K
WAG
1980
Wallace Advisory Group
California
$275K -$3.27K -56 -1%
EW
1981
Element Wealth
Mississippi
$275K +$2.62K +45 +1%
BFIC
1982
Bedell Frazier Investment Counselling
California
$275K -$3.32K -57 -1%
OHWP
1983
Oak Harbor Wealth Partners
North Carolina
$274K -$1.46K -25 -0.5%
VWA
1984
Vistica Wealth Advisors
California
$274K +$264K +4,521 New
FUBT
1985
First United Bank & Trust
Maryland
$273K -$13.6K -233 -5%
SOAMC
1986
Spirit of America Management Corp
New York
$273K
IIC
1987
Ironwood Investment Counsel
Arizona
$273K +$12.9K +221 +5%
DI
1988
Diligent Investors
California
$273K +$11.7K +200 +5%
WAG
1989
Winthrop Advisory Group
Massachusetts
$272K +$466 +8 +0.2%
WIA
1990
Westbourne Investment Advisors
Maryland
$272K +$5.83K +100 +2%
TC
1991
TFR Capital
Texas
$271K +$4.84K +83 +2%
CCM
1992
Charter Capital Management
Wisconsin
$271K
TWM
1993
TRB Wealth Management
Texas
$270K +$260K +4,453 New
FA
1994
Fagan Associates
New York
$270K
BEAM
1995
Baker Ellis Asset Management
Washington
$270K -$4.66K -80 -2%
CP
1996
Canopy Partners
Ohio
$270K +$30.7K +526 +13%
1WM
1997
1900 Wealth Management
Texas
$270K +$259K +4,445 New
FHB
1998
First Hawaiian Bank
Hawaii
$269K
TCBWMS
1999
Texas Capital Bank Wealth Management Services
Texas
$269K -$39.5K -678 -13%
PFWA
2000
Paces Ferry Wealth Advisors
Georgia
$268K +$8.8K +151 +4%

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.