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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
CIA
2101
Compass Ion Advisors
Pennsylvania
$230K +$1.46K +25 +0.7%
BWM
2102
BlackDiamond Wealth Management
New York
$230K +$1.28K +22 +0.6%
RYIA
2103
Roehl & Yi Investment Advisors
Oregon
$229K +$220K +3,781 New
RIP
2104
Reliant Investment Partners
North Carolina
$229K
HFS
2105
Howard Financial Services
Texas
$229K +$220K +3,770 New
SCA
2106
Sandy Cove Advisors
Massachusetts
$228K +$219K +3,756 New
PJSIMP
2107
P.J. Schmidt Investment Management (PJS)
Wisconsin
$227K
PWC
2108
PYA Waltman Capital
Tennessee
$227K
BFG
2109
Birch Financial Group
New Hampshire
$226K +$218K +3,733 New
SHA
2110
Seneca House Advisors
Virginia
$226K -$13.2K -227 -6%
AWAP
2111
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$226K +$217K +3,725 New
JRPIM
2112
Journey Retirement Planning & Investment Management
Idaho
$226K -$362K -6,203 -63%
WDC
2113
Woodward Diversified Capital
California
$225K +$1.11K +19 +0.5%
MAM
2114
Madison Asset Management
Wisconsin
$225K
MCA
2115
Millennium Capital Advisors
Arkansas
$225K +$216K +3,710 New
OAM
2116
Oxford Asset Management
United Kingdom
$225K +$216K +3,707 New
EAN
2117
Excelsior Advisor Network
Colorado
$225K -$9.91K -170 -4%
CFA
2118
Churchill Financial Advisors
Kentucky
$224K +$216K +3,700 New
SCM
2119
SKBA Capital Management
California
$224K +$216K +3,700 New
FB
2120
Finward Bancorp
Indiana
$224K +$215K +3,695 New
ATIA
2121
American Trust Investment Advisors
New Hampshire
$224K +$215K +3,693 New
IF
2122
IRON Financial
Illinois
$224K +$215K +3,691 New
AAM
2123
Aureus Asset Management
Massachusetts
$224K -$933K -15,997 -81%
GHA
2124
Granite Harbor Advisors
Texas
$223K +$214K +3,670 New
SAM
2125
S.A. Mason
Michigan
$222K +$2.97K +51 +1%

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.