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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
SFS
2426
Sunrise Financial Services
Washington
$14.6K
CTB
2427
Country Trust Bank
Illinois
$14.3K
PP
2428
Pacifica Partners
Canada
$13.9K
RAM
2429
Ramirez Asset Management
New York
$13.1K
DPW
2430
DiNuzzo Private Wealth
Pennsylvania
$13K +$933 +16 +8%
VR
2431
Vision Retirement
New Jersey
$12.6K +$58 +1 +0.5%
AWA
2432
Acumen Wealth Advisors
Tennessee
$12.1K
MBFW
2433
Morton Brown Family Wealth
Pennsylvania
$12.1K
GG
2434
Gleason Group
Kentucky
$12.1K +$11.7K +200 New
MTIM
2435
Marathon Trading Investment Management
Pennsylvania
$12K +$11.5K +198 New
FA
2436
Fountainhead AM
New Jersey
$11.9K +$3.21K +55 +39%
DWS
2437
Dynamic Wealth Strategies
California
$11.5K
MAM
2438
Marquette Asset Management
Minnesota
$11.5K +$6.12K +105 +125%
BCWM
2439
Ball & Co Wealth Management
Tennessee
$11K +$117 +2 +1%
CFM
2440
Cornerstone Financial Management
Massachusetts
$10.6K +$1.63K +28 +19%
SC
2441
Swan Capital
Florida
$10.2K -$583 -10 -6%
WA
2442
Whipplewood Advisors
Colorado
$10.1K -$64.1K -1,100 -87%
PCM
2443
Penserra Capital Management
California
$10K
TCM
2444
Tanaka Capital Management
New York
$10K
FFG
2445
Forum Finance Group
$10K +$12.2K +210 New
RS
2446
Rakuten Securities
Japan
$9.82K -$43.7K -750 -82%
GC
2447
Gould Capital
Washington
$9.72K
1NWS
2448
1 North Wealth Services
Maryland
$9.46K
MCA
2449
Midwest Capital Advisors
Michigan
$9.1K
WCM
2450
Winthrop Capital Management
Indiana
$9K

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.