We are live on ! Find out more
BMY icon

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
WAG
2026
Wilkerson Advisory Group
Missouri
$258K +$74.4K +1,276 +43%
RMDI
2027
R.M. Davis Inc
Maine
$257K +$247K +4,245 New
WI
2028
Westbourne Investments
Virginia
$257K -$7.81K -134 -3%
GSWA
2029
Good Steward Wealth Advisors
Tennessee
$256K -$4.49K -77 -2%
DAM
2030
Doheny Asset Management
California
$255K
CA
2031
Corecam AG
$254K +$244K +4,186 New
WCA
2032
Westover Capital Advisors
Delaware
$254K
EIP
2033
Essential Investment Partners
Colorado
$253K
KV
2034
Kickstand Ventures
New York
$253K +$17.8K +306 +8%
SW
2035
SkyOak Wealth
Michigan
$253K
OKSA
2036
O'Keefe Stevens Advisory
New York
$253K
AFT
2037
Alpha Family Trust
California
$252K
BCG
2038
Breakwater Capital Group
New Jersey
$252K +$242K +4,158 New
Skandinaviska Enskilda Banken (SEB)
2039
Skandinaviska Enskilda Banken (SEB)
Sweden
$251K -$233M -3,991,313 -100%
HIC
2040
Hamrick Investment Counsel
Washington
$251K +$234K +4,006 +2,967%
CA
2041
COFG Advisors
Illinois
$250K +$16.2K +278 +7%
PCMC
2042
Paragon Capital Management (Colorado)
Colorado
$250K -$175 -3 -0.1%
AA
2043
Addison Advisors
Vermont
$250K +$5.77K +99 +2%
KA
2044
Klingman & Associates
New York
$250K +$18.1K +310 +8%
CM
2045
Capula Management
Cayman Islands
$249K -$623K -10,682 -72%
WSFG
2046
Wall Street Financial Group
Illinois
$249K +$240K +4,112 New
PCA
2047
Prosperity Capital Advisors
Ohio
$249K -$4.66K -80 -2%
FNBOO
2048
First National Bank of Omaha
Nebraska
$249K -$7.64K -131 -3%
RWA
2049
Redhawk Wealth Advisors
Minnesota
$249K +$239K +4,101 New
SWK
2050
Stephen W. Kidder
$249K

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.