Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BRISTOL-MYERS SQUIBB CO (BMY)

2K + Investors. Track Smart Money conviction in BMY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +170
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — BMY

Based on 2251 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BMY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
2,251 hedge funds hold BMY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BMY is almost the same as a year ago (-21 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

1186 buying1056 selling
Last quarter: 1,186 funds bought or added vs 1,056 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+193 vs last Q)

new funds entering per quarter
Funds opening a new BMY position: 205 → 150 → 152 → 345. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

76% of holders stayed for 2+ years

■ 76% conviction (2yr+) ■ 13% medium ■ 11% new
1,715 out of 2,251 hedge funds have held BMY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

284 → 205 → 150 → 152 → 345 new funds/Q
New funds entering each quarter: 205 → 150 → 152 → 345. A growing number of institutions are discovering BMY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 77% of holders stayed 2+ years

■ 77% veterans ■ 8% 1-2yr ■ 15% new
Of 2,330 current holders: 1,786 (77%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
45 of 2251 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in BMY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BMY

How many hedge funds hold BMY — quarterly history vs. share price
Quarterly hedge fund ownership of BMY vs. share price

Market Analysis: BMY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BMY

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

188 top-rated funds 10 high-conviction
Consensus
9.9
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: BMY
2026 Q1 Stats Unlock in 21 days 2K + Investors

Track Smart Money conviction in BMY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2330 2170 7.37%
13F Shares 1.65B 1.60B 3.19%
Total Value $88.34B $74.89B 17.95%
New Positions 353 157 +196
Increased Positions 934 922 +12
Closed Positions 191 197 -6
Reduced Positions 986 1018 -32
Total Calls 41 50 -18.0%
Total Puts 45 49 -8.16%
PUT/CALL Ratio 1.1 0.98 Neutral

Statistics: BMY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BMY. Verified SEC 13F-HR filings.

Top 25 institutional holders of BMY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CHIRON CAPITAL MANAGEMENT, LLC 11.89% 191,288 $11.6M
2 Nepsis Inc. 5.33% 262,182 $15.9M
3 F&V Capital Management, LLC 3.54% 276,501 $17K
4 PZENA INVESTMENT MANAGEMENT LLC 3.37% 17,095,731 $1.04B
5 Abacus FCF Advisors LLC 3.06% 224,000 $13.6M
6 Leibman Financial Services, Inc. 2.98% 66,907 $4.1M
7 BOURNE LENT ASSET MANAGEMENT INC 2.85% 127,816 $7.8M
8 Keystone Financial Planning, Inc. 2.58% 159,523 $9.7M
9 Sippican Capital Advisors 2.52% 60,689 $3.7M
10 VIKING FUND MANAGEMENT LLC 2.32% 373,000 $22.6M
11 WRIGHT INVESTORS SERVICE INC 2.11% 110,716 $6.7M
12 Gilman Hill Asset Management, LLC 2.11% 230,039 $14.0M
13 PENN DAVIS MCFARLAND INC 1.99% 336,264 $20.4M
14 Signature Wealth Management Group 1.93% 83,769 $5.1M
15 Artemis Investment Management LLP 1.86% 2,885,298 $175.0M
16 Mid-American Wealth Advisory Group, Inc. 1.84% 80,609 $4.3M
17 Greater Midwest Financial Group, LLC 1.83% 56,148 $3.4M
18 EDMP, INC. 1.76% 35,910 $2.2M
19 Hudson Capital Management LLC 1.71% 109,121 $6.6M
20 Titan Investment Management LLC 1.64% 30,584 $1.9M
21 ADVOCATE GROUP LLC 1.58% 166,956 $10.1M
22 Faithward Advisors, LLC 1.56% 42,512 $10.9M
23 OLD REPUBLIC INTERNATIONAL CORP 1.50% 620,450 $38K
24 Gibraltar Capital Management, Inc. 1.45% 138,627 $8.4M
25 Carolina Wealth Advisors, LLC 1.44% 57,182 $3.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BRISTOL-MYERS SQUIBB CO (BMY)

What does the Smart Money Trend signal show for BMY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BMY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BMY?

Slight buying edge — 53% buying: Last quarter: 1,186 funds bought or added vs 1,056 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BMY holders?

Elite ownership — 57% AUM from top-100 funds: 45 of 2251 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in BMY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BMY?

76% of holders stayed for 2+ years: 1,715 out of 2,251 hedge funds have held BMY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.