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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
SGC
2126
Slocum, Gordon & Co
Rhode Island
$221K +$213K +3,646 New
KJWM
2127
Kiley Juergens Wealth Management
Washington
$220K +$212K +3,636 New
HWM
2128
HBE Wealth Management
Nebraska
$220K +$212K +3,633 New
TM
2129
TigerOak Management
New Mexico
$220K +$211K +3,627 New
HA
2130
Hamel Associates
New Jersey
$220K +$211K +3,622 New
EV
2131
EJMK Ventures
Illinois
$219K -$57.9K -993 -22%
HCM
2132
Hutchinson Capital Management
California
$219K +$211K +3,618 New
TAM
2133
Trillium Asset Management
Massachusetts
$219K +$211K +3,612 New
WAOI
2134
Wealth Advisors of Iowa
Iowa
$219K +$210K +3,607 New
MIC
2135
Meridian Investment Counsel
California
$217K +$209K +3,584 New
JC
2136
Jacobs & Co
California
$217K +$209K +3,580 New
FFA
2137
Fragasso Financial Advisors
Pennsylvania
$217K +$213K +3,656 New
AW
2138
Alchemi Wealth
Connecticut
$217K -$58.1K -996 -22%
ALA
2139
Atlas Legacy Advisors
California
$216K +$208K +3,569 New
AWM
2140
Accel Wealth Management
Iowa
$216K +$208K +3,569 New
BMWS
2141
Brady Martz Wealth Solutions
North Dakota
$216K -$14.6K -250 -7%
PHIC
2142
Pine Haven Investment Counsel
Massachusetts
$216K +$208K +3,561 New
RRA
2143
Round Rock Advisors
Connecticut
$215K +$206K +3,538 New
WFI
2144
West Family Investments
California
$214K +$206K +3,528 New
JGIA
2145
Jackson Grant Investment Advisers
Connecticut
$213K -$178K -3,050 -46%
APIM
2146
Agate Pass Investment Management
Washington
$212K +$204K +3,500 New
FFA
2147
Florida Financial Advisors
Florida
$212K +$204K +3,495 New
TIA
2148
Traphagen Investment Advisors
New Jersey
$212K +$204K +3,491 New
CCM
2149
Collar Capital Management
Wisconsin
$211K +$203K +3,485 New
OFW
2150
Omnia Family Wealth
Florida
$211K +$203K +3,479 New

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.