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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
GJIA
2451
Glass Jacobson Investment Advisors
Maryland
$8.73K
GAG
2452
Goodman Advisory Group
Massachusetts
$8.67K -$29.4K -504 -78%
FA
2453
Financial Avengers
California
$8.45K +$58 +1 +0.7%
RTL
2454
Red Tortoise LLC
Georgia
$8.37K
AF
2455
Aviso Financial
Ontario, Canada
$8.31K +$7.99K +137 New
EWM
2456
Evolution Wealth Management
Florida
$7.88K
MWM
2457
Mosley Wealth Management
California
$7.72K +$9.97K +171 New
HPWM
2458
High Point Wealth Management
New Jersey
$7.72K
SFCL
2459
Strengthening Families & Communities LLC
Massachusetts
$7.17K +$6.88K +118 New
HC
2460
Hurley Capital
New York
$7.04K -$6.24K -107 -48%
SGFG
2461
Silver Grove Financial Group
New York
$6.91K +$6.65K +114 New
NF
2462
Napier Financial
Massachusetts
$6.55K +$6.3K +108 New
RWS
2463
Retirement Wealth Solutions
Wisconsin
$6.19K +$5.95K +102 New
Q1WB
2464
Quest 10 Wealth Builders
Virginia
$6.19K +$1.05K +18 +21%
VM
2465
VPR Management
Texas
$6.07K
CCM
2466
Chilton Capital Management
Texas
$6.07K +$3.73K +64 +178%
SWA
2467
Strategic Wealth Advisors
Arizona
$6K
SIM
2468
Synergy Investment Management
Florida
$5.78K +$5.54K +95 New
ACM
2469
Anfield Capital Management
California
$5.64K -$14.6K -250 -73%
UFPG
2470
United Financial Planning Group
New York
$5.58K +$5.36K +92 New
TLFA
2471
True Link Financial Advisors
California
$5.46K +$5.25K +90 New
NL
2472
NVWM LLC
Pennsylvania
$5.33K
SRCM
2473
Signature Resources Capital Management
California
$5.03K +$2.39K +41 +98%
FCT
2474
First Community Trust
Iowa
$4.85K
Walleye Capital
2475
Walleye Capital
New York
$4.73K -$1.47M -25,141 -100%

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.