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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
BCM
2276
Basso Capital Management
Connecticut
$96.1K
TSMHT
2277
Thurston Springer Miller Herd & Titak
Indiana
$95.9K -$12.1K -207 -12%
TC
2278
Tacita Capital
Ontario, Canada
$94.8K +$15K +258 +20%
FCMT
2279
Founders Capital Management (Texas)
Texas
$91K
MPW
2280
MASECO Private Wealth
$89.8K
GKIM
2281
GW&K Investment Management
Massachusetts
$88K +$1.75K +30 +2%
LFA
2282
Longview Financial Advisors
Alabama
$87.9K +$84.5K +1,450 New
BGA
2283
Battery Global Advisors
Massachusetts
$87.1K
MCP
2284
Miller Capital Partners
Michigan
$87K
MS
2285
Monetary Solutions
Ohio
$84.9K
TWM
2286
TopTier Wealth Management
Wisconsin
$84.7K +$81.4K +1,397 New
AIM
2287
Axiom Investment Management
New York
$84.1K +$80.9K +1,387 New
OAJ
2288
Ogorek Anthony Joseph
New York
$84K
HCA
2289
Harbor Capital Advisors
Illinois
$84K +$46.8K +802 +137%
FDCP
2290
Foster Dykema Cabot & Partners
Massachusetts
$81.8K
BOJHT
2291
Bank of Jackson Hole Trust
Wyoming
$81.3K +$2.04K +35 +3%
TFM
2292
TFC Financial Management
Massachusetts
$80.8K -$64.1K -1,100 -45%
PG
2293
Proffitt & Goodson
Tennessee
$80.7K -$7.46K -128 -9%
OCM
2294
Orion Capital Management
California
$78.8K -$14.6K -250 -16%
SNB
2295
Security National Bank
Nebraska
$78.5K
WETS
2296
Wealth Enhancement Trust Services
South Dakota
$78.1K -$13.5K -232 -15%
VWA
2297
VSM Wealth Advisory
Maryland
$77.1K +$13.6K +234 +23%
VFM
2298
Vision Financial Markets
Connecticut
$76.3K +$175 +3 +0.2%
RTC
2299
Riverview Trust Company
Washington
$76.1K -$12.7K -217 -15%
GFA
2300
Godfrey Financial Associates
New York
$75.3K

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.