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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
PWS
2326
Peterson Wealth Services
Utah
$59.4K
NIM
2327
Nexus Investment Management
Ontario, Canada
$57.8K
BFP
2328
Birchwood Financial Partners
Minnesota
$56.4K
PWM
2329
Proathlete Wealth Management
Florida
$56.4K
FNWA
2330
Financial Network Wealth Advisors
Utah
$56.2K -$1.86K -32 -3%
GWSA
2331
Global Wealth Strategies & Associates
Colorado
$56.1K -$1.11K -19 -2%
BT
2332
Banque Transatlantique
France
$55.8K
CAM
2333
Chesapeake Asset Management
New York
$55.6K
RBC
2334
Roble Belko & Company
Pennsylvania
$55K +$466 +8 +0.9%
RF
2335
Robbins Farley
New Hampshire
$54.8K
FFA
2336
Frazier Financial Advisors
Ohio
$54.3K +$39.3K +674 +304%
JAM
2337
JCIC Asset Management
Ontario, Canada
$53.1K +$31.2K +535 +157%
EF
2338
Entrust Financial
Pennsylvania
$52.4K -$466 -8 -0.9%
PF
2339
PlanVest Financial
Maryland
$51.7K +$49.7K +852 New
AFC
2340
Ares Financial Consulting
California
$51.2K +$22K +378 +84%
OA
2341
Operose Advisors
Wisconsin
$50.8K +$19.7K +338 +68%
DFA
2342
DHJJ Financial Advisors
Illinois
$49.9K +$175 +3 +0.4%
KAS
2343
Kemnay Advisory Services
New York
$49.7K -$18K -308 -27%
LD
2344
Lipe & Dalton
New York
$49K
AFG
2345
Albion Financial Group
Utah
$48.5K
RIAS
2346
Rachor Investment Advisory Services
Michigan
$48.4K +$4.08K +70 +10%
BBPWM
2347
Blue Bell Private Wealth Management
Pennsylvania
$48.4K +$117 +2 +0.3%
SVWA
2348
Sarver Vrooman Wealth Advisors
Missouri
$46.5K +$1.63K +28 +4%
EPAM
2349
Evelyn Partners Asset Management
$46.3K
CPG
2350
Cornerstone Planning Group
New Jersey
$45.6K +$10.7K +184 +30%

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.