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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
GWM
2251
Gilpin Wealth Management
Colorado
$114K
TLA
2252
Tanglewood Legacy Advisors
Texas
$113K
AGA
2253
Arkos Global Advisors
Texas
$113K +$108K +1,857 New
PAI
2254
Pittenger & Anderson Inc
Nebraska
$112K
GWS
2255
Greykasell Wealth Strategies
California
$112K +$12.5K +214 +13%
YDMI
2256
Y.D. More Investments
Israel
$112K -$36K -617 -25%
PMFA
2257
Plante Moran Financial Advisors
Michigan
$112K -$66.1K -1,134 -38%
WA
2258
WPG Advisers
Maryland
$112K +$4.14K +71 +4%
BW
2259
Bravera Wealth
North Dakota
$111K
SA
2260
Scarborough Advisors
Maryland
$109K +$105K +1,793 New
HFS
2261
Hughes Financial Services
Virginia
$109K +$1.98K +34 +2%
BGAI
2262
Bruce G. Allen Investments
Colorado
$105K +$14.7K +253 +17%
ATC
2263
Advantage Trust Company
Kansas
$103K -$21.8K -374 -18%
MAFA
2264
MJT & Associates Financial Advisory
Minnesota
$103K
TPWA
2265
Twin Peaks Wealth Advisors
California
$103K +$98.9K +1,697 New
AEPWM
2266
Atlantic Edge Private Wealth Management
Florida
$103K +$2.45K +42 +3%
CFFP
2267
Center for Financial Planning
Michigan
$101K -$7.75K -133 -7%
HIM
2268
Hillsdale Investment Management
Ontario, Canada
$101K -$1.22M -21,000 -93%
SIA
2269
Strategic Investment Advisors
Michigan
$101K +$96.7K +1,658 New
OCWP
2270
Owl Creek Wealth Partners
Colorado
$100K +$96.4K +1,654 New
DWP
2271
Destiny Wealth Partners
Florida
$100K +$96.2K +1,651 New
FC
2272
Financial Consulate
Maryland
$99.8K -$64.4K -1,104 -40%
HNW
2273
High Note Wealth
Minnesota
$99.5K +$5.07K +87 +6%
LWM
2274
Lodestone Wealth Management
Washington
$98.4K +$816 +14 +0.9%
BHWM
2275
Beaird Harris Wealth Management
Texas
$97.2K -$8.51K -146 -8%

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.