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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
VWM
2351
Vermillion Wealth Management
Minnesota
$45.5K +$3.79K +65 +9%
FG
2352
Fairman Group
Pennsylvania
$43.5K
CWP
2353
Clark Wealth Partners
Illinois
$43.5K
BFS
2354
Beacon Financial Strategies
North Carolina
$42.9K -$175 -3 -0.4%
ETS
2355
ESL Trust Services
New York
$42.5K
MHR
2356
Matthew Hamilton Rosenberg
$42.2K
DWM
2357
Dogwood Wealth Management
Kansas
$42.1K +$14.7K +252 +57%
RCM
2358
Raleigh Capital Management
North Carolina
$42.1K +$7.64K +131 +23%
KFP
2359
Kerr Financial Planning
California
$42.1K -$1.11K -19 -3%
RWM
2360
Rialto Wealth Management
New York
$41.8K +$2.39K +41 +6%
FFO
2361
Fortitude Family Office
Arizona
$40.2K -$285K -4,883 -88%
TFGT
2362
TS Financial Group (TSFG)
Illinois
$40K +$58 +1 +0.2%
WWM
2363
Wolff Wiese Magana
California
$39.7K -$700 -12 -2%
CFP
2364
Comprehensive Financial Planning
Pennsylvania
$38.8K +$350 +6 +0.9%
PWA
2365
Physician Wealth Advisors
Utah
$38.3K +$9.04K +155 +32%
GAA
2366
Global Assets Advisory
Florida
$38.1K +$36.6K +628 New
CAC
2367
Core Alternative Capital
Georgia
$37.6K
IWS
2368
Intentional Wealth Strategies
Colorado
$37.3K +$35.9K +615 New
WCM
2369
Westend Capital Management
California
$37.1K -$3.32K -57 -9%
IA
2370
IFS Advisors
Kansas
$35.1K +$33.8K +579 New
B
2371
Bayban
Minnesota
$34.9K
DWM
2372
Darwin Wealth Management
Florida
$34.1K +$350 +6 +1%
KG
2373
Kilter Group
New York
$33.5K +$5.89K +101 +22%
RFS
2374
Richardson Financial Services
Massachusetts
$33.4K +$6.41K +110 +25%
BIA
2375
Bell Investment Advisors
California
$32.9K +$4.66K +80 +17%

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.