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Bristol-Myers Squibb

2,506 hedge funds and large institutions have $96.2B invested in Bristol-Myers Squibb in 2026 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 995 increasing their positions, 997 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.44% more ownership

Funds ownership: 79.22%81.66% (+2.4%)

9% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 160

1% more call options, than puts

Call options by funds: $1.51B | Put options by funds: $1.5B

0% less repeat investments, than reductions

Existing positions increased: 995 | Existing positions reduced: 997

2% less capital invested

Capital invested by funds: $97.9B → $96.2B (-$1.78B)

1% less funds holding

Funds holding: 2,5322,506 (-26)

42% less funds holding in top 10

Funds holding in top 10: 3621 (-15)

Holders
2,506
Holders Change
-26
Holders Change %
-1.03%
% of All Funds
30.27%
Holding in Top 10
21
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-41.67%
% of All Funds
0.25%
New
174
Increased
995
Reduced
997
Closed
160
Calls
$1.51B
Puts
$1.5B
Net Calls
+$12.2M
Net Calls Change
+$75.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$10.4B +$500M +8,702,106 +5%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$7.68B +$58.4M +1,017,616 +0.8%
State Street
3
State Street
Massachusetts
$5.9B +$221M +3,844,026 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$4.2B -$1.19B -20,761,752 -22%
Charles Schwab
5
Charles Schwab
California
$3.89B +$372M +6,479,804 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.24B +$66.4M +1,156,903 +2%
Vanguard Portfolio Management
7
Vanguard Portfolio Management
Pennsylvania
$2.7B +$36.9M +642,860 +1%
Norges Bank
8
Norges Bank
Norway
$2.12B +$2.12B +36,866,658 New
Bank of America
9
Bank of America
North Carolina
$1.96B +$83.7M +1,458,371 +4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$1.83B +$1.23B +21,457,405 +209%
Morgan Stanley
11
Morgan Stanley
New York
$1.67B -$10.9M -189,529 -0.6%
AQR Capital Management
12
AQR Capital Management
Connecticut
$1.58B -$131M -2,273,619 -8%
Ameriprise
13
Ameriprise
Minnesota
$1.54B +$11.4M +199,346 +0.8%
Primecap Management
14
Primecap Management
California
$1.44B -$3.52M -61,249 -0.2%
Northern Trust
15
Northern Trust
Illinois
$1.44B +$9.17M +159,613 +0.6%
UBS AM
16
UBS AM
Illinois
$1.32B +$6.87M +119,690 +0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.26B -$85M -1,479,953 -6%
IFP
18
Independent Franchise Partners
United Kingdom
$1.26B +$29.7M +517,367 +2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.13B +$53.4M +929,362 +5%
Legal & General Group
20
Legal & General Group
United Kingdom
$981M +$8.34M +145,314 +0.9%
Goldman Sachs
21
Goldman Sachs
New York
$981M +$170M +2,962,281 +21%
Pzena Investment Management
22
Pzena Investment Management
New York
$980M -$5.09M -88,687 -0.5%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$939M +$323M +5,622,200 +53%
Invesco
24
Invesco
Georgia
$924M +$30.1M +523,481 +3%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$716M -$490K -8,540 -0.1%

BMY Hedge Fund Activity: Q2 2026 in Review

2,506 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2026, worth a combined $96.2B — down 1.8% from $97.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new BMY positions and 160 closed out — a net gain of 14 holders — while 995 added to existing stakes and 997 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.23B. The largest seller was JP Morgan Chase, cutting an estimated $1.19B.

  • 2,506 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2026, down from 2,532 in Q1 2026.
  • Funds reported $96.2B of Bristol-Myers Squibb stock for Q2 2026, down 1.8% quarter-over-quarter.
  • 174 funds opened new Bristol-Myers Squibb positions in Q2 2026 and 160 closed out, a net change of +14 holders.
  • The largest Bristol-Myers Squibb buyer in Q2 2026 was T. Rowe Price Associates, an estimated $1.23B added.
  • The largest Bristol-Myers Squibb seller in Q2 2026 was JP Morgan Chase, an estimated $1.19B sold.

Based on aggregated 13F filings for Q2 2026.