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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
BAM
2001
Bellevue Asset Management
Washington
$267K +$291 +5 +0.1%
CBT
2002
Crews Bank & Trust
Florida
$266K -$23.8K -409 -9%
PWW
2003
Pettyjohn Wood & White
Virginia
$265K
RCP
2004
Roan Capital Partners
Tennessee
$265K +$255K +4,371 New
WFAG
2005
Wescott Financial Advisory Group
Pennsylvania
$265K +$255K +4,366 New
RF
2006
Rossby Financial
Florida
$265K +$71.2K +1,222 +40%
FSA
2007
Financial Security Advisor
Virginia
$265K -$5.07K -87 -2%
ADL
2008
Asset Dedication LLC
California
$264K +$1.11K +19 +0.4%
NCM
2009
Novare Capital Management
North Carolina
$263K -$18.4K -315 -7%
KAS
2010
KPP Advisory Services
Kentucky
$263K +$1.28K +22 +0.5%
AF
2011
Arrow Financial
New York
$263K -$53.6K -920 -18%
KRW
2012
Kaufman Rossin Wealth
Florida
$261K -$428K -7,342 -63%
VC
2013
Vicus Capital
Pennsylvania
$261K -$4.78K -82 -2%
RS
2014
R Squared
Hong Kong
$261K -$1.02M -17,443 -80%
MCA
2015
Magnolia Capital Advisors
Mississippi
$261K -$64.4K -1,105 -20%
HFAS
2016
Hummer Financial Advisory Services
Illinois
$261K
PSP
2017
Pacific Sage Partners
Washington
$261K +$27.4K +470 +12%
FFN
2018
Focus Financial Network
Minnesota
$261K -$51.1K -876 -17%
SFGP
2019
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$261K -$40K -687 -14%
LWM
2020
Liberty Wealth Management
California
$260K +$250K +4,286 New
SFP
2021
Shepherd Financial Partners
Massachusetts
$259K +$408 +7 +0.2%
WF
2022
Wayfinding Financial
Washington
$259K +$249K +4,272 New
RCG
2023
Regatta Capital Group
California
$258K
GLLW
2024
Graves Light Lenhart Wealth
Virginia
$258K -$11.7K -200 -4%
EGA
2025
E&G Advisors
Texas
$258K

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.