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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
SIC
2201
SJS Investment Consulting
Ohio
$173K +$43.1K +739 +35%
SMBT
2202
Southern Michigan Bank & Trust
Michigan
$171K +$164K +2,820 New
TVWM
2203
Tower View Wealth Management
Wisconsin
$170K +$1.52K +26 +0.9%
BFPW
2204
BOK Financial Private Wealth
Colorado
$169K +$2.97K +51 +2%
PCFFS
2205
Pacific Center for Financial Services
California
$167K
PB
2206
Prosperity Bancshares
Texas
$167K +$69.5K +1,193 +77%
WBC
2207
West Branch Capital
Massachusetts
$167K -$5.71K -98 -3%
HIA
2208
HFM Investment Advisors
New Jersey
$166K +$1.98K +34 +1%
CYG
2209
Clean Yield Group
Vermont
$163K
SGK
2210
Steigerwald Gordon & Koch
Virginia
$162K -$2.74K -47 -2%
C
2211
Covestor
United Kingdom
$161K -$182K -3,116 -54%
BW
2212
Basepoint Wealth
Iowa
$161K -$4.84K -83 -3%
FAMI
2213
Fideuram Asset Management (Ireland)
$158K -$1.15M -19,698 -88%
QC
2214
Quent Capital
New York
$156K -$24.4K -419 -14%
WPA
2215
Wealth Preservation Advisors
Tennessee
$154K +$8.57K +147 +6%
CW
2216
CrossGen Wealth
North Carolina
$154K +$291 +5 +0.2%
KFA
2217
Kelleher Financial Advisors
New York
$152K +$29.1K +500 +18%
SIS
2218
Sound Income Strategies
Florida
$152K -$35.3K -605 -20%
CT
2219
Clearstead Trust
Maine
$147K -$816 -14 -0.6%
GWP
2220
Gen-Wealth Partners
Michigan
$147K +$3.79K +65 +3%
ACA
2221
American Capital Advisory
Idaho
$145K +$1.69K +29 +1%
BWL
2222
Bogart Wealth LLC
Virginia
$145K -$12.4K -213 -8%
DIP
2223
DT Investment Partners
Pennsylvania
$145K
ME
2224
McIlrath & Eck
Washington
$141K -$4.02K -69 -3%
JWA
2225
JFS Wealth Advisors
Pennsylvania
$140K -$8.34K -143 -6%

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.