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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
MSFP
2151
Mark Sheptoff Financial Planning
Connecticut
$211K -$11.7K -200 -5%
EFG
2152
Ethos Financial Group
Pennsylvania
$211K +$200K +3,432 New
EMC
2153
Everest Management Corp
California
$210K +$202K +3,469 New
WG
2154
Wealth Group
North Carolina
$210K +$202K +3,458 New
HCMG
2155
Howard Capital Management Group
California
$210K
WRPWM
2156
Werba Rubin Papier Wealth Management
California
$209K +$201K +3,449 New
MSCM
2157
McElhenny Sheffield Capital Management
Texas
$208K +$200K +3,436 New
PWM
2158
Pines Wealth Management
North Carolina
$208K -$47.2K -809 -19%
CAM
2159
Clark Asset Management
New Hampshire
$207K +$199K +3,417 New
RWS
2160
Resolute Wealth Strategies
Mississippi
$207K +$199K +3,416 New
BFA
2161
Beacon Financial Advisory
Ohio
$207K -$931K -15,966 -82%
MAV
2162
Mason & Associates (Virginia)
Virginia
$206K +$198K +3,403 New
CH
2163
Canton Hathaway
Rhode Island
$206K +$7.29K +125 +4%
EL
2164
EWA LLC
Pennsylvania
$206K +$198K +3,392 New
SAM
2165
Strategy Asset Managers
California
$206K +$198K +3,391 New
HAM
2166
Harmony Asset Management
Arizona
$206K +$198K +3,390 New
IPW
2167
Intergy Private Wealth
Colorado
$205K +$198K +3,388 New
ACM
2168
Armbruster Capital Management
New York
$205K +$197K +3,387 New
BCM
2169
Boreal Capital Management
Florida
$205K
CST
2170
Charles Schwab Trust
Nevada
$205K -$89.8K -1,541 -31%
QPW
2171
Quantum Private Wealth
Florida
$205K +$197K +3,374 New
PGAM
2172
Princeton Global Asset Management
New Jersey
$204K +$291 +5 +0.1%
SWGC
2173
Summit Wealth Group (Colorado)
Colorado
$204K +$196K +3,369 New
KFC
2174
Klingenstein Fields & Co
New York
$204K +$196K +3,366 New
SOW
2175
State of Wyoming
Wyoming
$204K -$293K -5,020 -60%

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.