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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
EAM
2176
Empirical Asset Management
Massachusetts
$204K +$196K +3,364 New
SHGA
2177
Sand Hill Global Advisors
California
$203K +$195K +3,353 New
PF
2178
Prosperitas Financial
California
$203K +$195K +3,352 New
CL
2179
CPWA LLC
Oregon
$201K +$211K +3,615 New
PWP
2180
Prasad Wealth Partners
Ohio
$201K +$193K +3,315 New
PCM
2181
Payne Capital Management
New York
$201K +$193K +3,313 New
GJWM
2182
Gilliland Jeter Wealth Management
Arkansas
$201K +$193K +3,312 New
SP
2183
SmartHarvest Portfolios
Washington
$200K +$192K +3,299 New
HB
2184
Horizon Bancorp
Indiana
$200K +$34.9K +598 +22%
MUMSS
2185
Mitsubishi UFJ Morgan Stanley Securities
Japan
$191K -$51.8K -889 -22%
SSG
2186
Summit Securities Group
New York
$190K -$4.8M -82,290 -96%
CCMI
2187
Creative Capital Management Investments
California
$190K +$1.46K +25 +0.8%
MWA
2188
Medallion Wealth Advisors
Connecticut
$189K +$641 +11 +0.4%
FPB
2189
First PREMIER Bank
South Dakota
$188K -$9.97K -171 -5%
FMTCOCP
2190
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$188K -$5.83K -100 -3%
PSB
2191
Piscataqua Savings Bank
New Hampshire
$188K
CFD
2192
Creative Financial Designs
Indiana
$186K -$3.15K -54 -2%
CTA
2193
Colonial Trust Advisors
South Carolina
$185K
FCAS
2194
First Command Advisory Services
Texas
$185K +$31K +531 +21%
CFG
2195
Chapman Financial Group
Hawaii
$185K -$20.2K -347 -10%
KFAS
2196
Keating Financial Advisory Services
Kansas
$184K -$650K -11,153 -79%
GSWM
2197
Golden State Wealth Management
California
$184K +$525 +9 +0.3%
UFF
2198
USA Financial Formulas
Michigan
$181K +$174K +2,978 New
SFG
2199
Strive Financial Group
Indiana
$180K
SAM
2200
Sherman Asset Management
California
$173K

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.