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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
CMA
2401
Cedar Mountain Advisors
Oregon
$22K +$17.6K +302 +495%
SC
2402
SMA Capital
New York
$21.8K +$20.9K +359 New
JGCM
2403
Joseph Group Capital Management
Ohio
$21.3K +$8.51K +146 +71%
WA
2404
Westfuller Advisors
New York
$20.7K +$4.55K +78 +30%
IWP
2405
IAG Wealth Partners
Wisconsin
$20.3K
CTC
2406
Cetera Trust Company
Minnesota
$20K
YP
2407
YANKCOM Partnership
South Dakota
$19.5K
AW
2408
Avion Wealth
Texas
$19K +$2.21K +38 +13%
LC
2409
Lavaca Capital
Texas
$18.7K +$2.21K +38 +14%
WAS
2410
Winch Advisory Services
Wisconsin
$18.6K +$175 +3 +1%
HCM
2411
Hollencrest Capital Management
California
$18.5K
CWIG
2412
Chung Wu Investment Group
Texas
$18.2K
HI
2413
Hoey Investments
Pennsylvania
$18.2K
VWA
2414
Valued Wealth Advisors
Utah
$17.8K +$1.63K +28 +11%
DCM
2415
Dorato Capital Management
Colorado
$17.8K
MWA
2416
Miller Wealth Advisors
Colorado
$17K +$233 +4 +1%
PJC
2417
Phillip James Consulting
Minnesota
$17K +$1.34K +23 +9%
KA
2418
Kozak & Associates
Colorado
$16.7K +$175 +3 +1%
MSWM
2419
Mowery & Schoenfeld Wealth Management
Illinois
$16.7K
SFAM
2420
Sawyer Falduto Asset Management
Illinois
$16.6K
BSC
2421
Brown Shipley & Co
United Kingdom
$16.4K
GF
2422
GGM Financials
Ohio
$16.3K
MWM
2423
Mascoma Wealth Management
New Hampshire
$15.4K
BHWM
2424
Bay Harbor Wealth Management
Maryland
$15.2K +$5.01K +86 +52%
FDW
2425
Fourth Dimension Wealth
Ohio
$15.2K -$1.98K -34 -12%

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.