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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
TCM
2301
Tradewinds Capital Management
Washington
$73.9K +$758 +13 +1%
IUHSA
2302
Itau Unibanco Holding S.A.
Brazil
$73.9K +$2.39K +41 +3%
OW
2303
Olistico Wealth
Oklahoma
$72.8K
MCA
2304
McGuire Capital Advisors
Oklahoma
$72.5K +$66K +1,132 +1,797%
MCM
2305
MV Capital Management
Maryland
$71.9K +$3.56K +61 +5%
EWP
2306
Elevation Wealth Partners
California
$70.2K +$2.33K +40 +4%
SVCP
2307
Silicon Valley Capital Partners
California
$70K +$3.38K +58 +5%
EIM
2308
Essex Investment Management
Massachusetts
$67.9K
MLA
2309
MB, Levis & Associates
Pennsylvania
$66.8K +$700 +12 +1%
BOTPPF
2310
Board of the Pension Protection Fund
United Kingdom
$66.7K -$11.7K -200 -15%
HWA
2311
HHM Wealth Advisors
Tennessee
$66.7K -$6.41K -110 -9%
CAM
2312
Costello Asset Management
Pennsylvania
$66.7K -$1.46K -25 -2%
HWA
2313
Heritage Wealth Advisors
Virginia
$66.7K +$11.7K +200 +22%
HWM
2314
HighMark Wealth Management
Minnesota
$66.5K +$291 +5 +0.5%
S
2315
Sachetta
Massachusetts
$66.4K +$7.58K +130 +13%
WOSD
2316
WFA of San Diego
California
$64.5K
BCM
2317
Blume Capital Management
California
$63.9K
FP
2318
Financial Perspectives
Minnesota
$62.7K
PIS
2319
POM Investment Strategies
North Carolina
$62.7K +$7K +120 +13%
MTIC
2320
Missouri Trust & Investment Company
Missouri
$62.5K
CNBT
2321
Cornerstone National Bank & Trust
Illinois
$61.7K
PWMG
2322
Private Wealth Management Group
New Jersey
$61.7K
OCM
2323
Osbon Capital Management
Massachusetts
$61.5K
RFG
2324
REAP Financial Group
Texas
$59.7K +$6.18K +106 +12%
AAG
2325
Accordant Advisory Group
Maryland
$59.4K +$23.1K +397 +68%

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.