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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
IWM
2376
IMG Wealth Management
Florida
$32.4K +$5.48K +94 +21%
NRWA
2377
North Ridge Wealth Advisors
Oregon
$32.1K
AT
2378
Avalon Trust
New Mexico
$31.6K
GCP
2379
Gill Capital Partners
Colorado
$31.2K +$30K +514 New
HWP
2380
Highline Wealth Partners
California
$30.9K +$11.8K +202 +66%
FGA
2381
Fortis Group Advisors
New Jersey
$30.3K
CIR
2382
Clear Investment Research
Georgia
$30.3K +$29.1K +500 New
RF
2383
Roxbury Financial
New Jersey
$29.8K -$5.95K -102 -17%
NFSG
2384
Newbridge Financial Services Group
Florida
$28.5K
SR
2385
Swiss Re
Switzerland
$28.5K
DAM
2386
Davis Asset Management
California
$27.9K +$26.8K +460 New
GGI
2387
Godsey & Gibb Inc
Virginia
$27.6K -$3.79K -65 -13%
PS
2388
Pinney & Scofield
Massachusetts
$27.3K
MB
2389
MidFirst Bank
Oklahoma
$26.9K -$441K -7,570 -94%
VERPA
2390
Virginia Estate & Retirement Planning Advisors
Virginia
$26.7K +$25.7K +441 New
LCA
2391
Legend Capital Advisors
New York
$26.4K +$25.4K +435 New
EFMH
2392
E Fund Management (HK)
Hong Kong
$25.9K +$24.1K +414 +3,185%
1CP
2393
1015 Capital Partners
Pennsylvania
$25.4K -$117 -2 -0.5%
FFL
2394
Financial Freedom LLC
Ohio
$24.8K +$117 +2 +0.5%
NWM
2395
Navigoe Wealth Management
California
$24K
AWM
2396
Ameliora Wealth Management
Switzerland
$24K
EC
2397
Elequin Capital
New York
$23.3K +$22.4K +384 New
MSG
2398
Main Street Group
Virginia
$22.7K +$21.9K +375 New
HIMS
2399
Hager Investment Management Services
New Hampshire
$22.4K +$4.96K +85 +30%
TWM
2400
Tripletail Wealth Management
Florida
$22.4K

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.