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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
RFA
2051
Resurgent Financial Advisors
Georgia
$248K -$15.3K -263 -6%
WA1
2052
Wimmer Associates 1
California
$248K
PMG
2053
ProVise Management Group
Florida
$247K -$44.5K -764 -16%
NP
2054
Nilsine Partners
Colorado
$247K +$250K +4,282 New
FG
2055
Foster Group
Iowa
$246K +$13.2K +227 +6%
SP
2056
Successful Portfolios
Florida
$246K +$117 +2 +0%
SEIA
2057
Signature Estate & Investment Advisors
California
$246K -$42.4K -728 -15%
SCM
2058
Sidoxia Capital Management
California
$245K +$236K +4,041 New
KA
2059
Kercheville Advisors
Texas
$245K
HHCP
2060
Hilton Head Capital Partners
South Carolina
$245K +$8.57K +147 +4%
BFG
2061
Berger Financial Group
Minnesota
$244K -$10.6K -181 -4%
BB
2062
Berkshire Bank
Massachusetts
$244K
TIA
2063
Tiemann Investment Advisors
California
$244K +$13.1K +225 +6%
RIG
2064
Ramiah Investment Group
Wisconsin
$243K -$11.8K -202 -5%
HNWAG
2065
High Net Worth Advisory Group
Florida
$243K -$7.81K -134 -3%
SIP
2066
Snowwater Investment Partners
Connecticut
$243K -$6.65K -114 -3%
EF
2067
Exeter Financial
Arizona
$243K -$2.62K -45 -1%
CWP
2068
CFM Wealth Partners
Texas
$243K
CCM
2069
Carderock Capital Management
Maryland
$243K +$233K +4,000 New
SRS
2070
Strong Retirement Solutions
Washington
$242K -$78.5K -1,347 -25%
MHC
2071
May Hill Capital
Massachusetts
$242K +$233K +3,995 New
DIM
2072
Delta Investment Management
California
$242K -$14.9K -256 -6%
CWA
2073
Centennial Wealth Advisory
Michigan
$242K +$232K +3,984 New
AP
2074
Arlington Partners
Alabama
$241K +$232K +3,977 New
HAS
2075
HBW Advisory Services
California
$241K -$86K -1,475 -27%

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.