Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bristol-Myers Squibb Co (BMY)

3K + 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
↑ +1
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — BMY

Based on 2537 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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 (100% of max)

100% of all-time peak
2,537 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.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+265 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

1229 buying1221 selling
Last quarter: 1,229 funds bought or added vs 1,221 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.
⚠️

Fewer new buyers each quarter (-86 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 172 → 375 → 297 → 211. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 14% medium ■ 14% new
1,833 out of 2,537 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.
➡️

Steady discovery — ~211 new funds/quarter

169 → 172 → 375 → 297 → 211 new funds/Q
New funds entering each quarter: 172 → 375 → 297 → 211. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 75% veterans vs 15% newcomers

■ 75% veterans ■ 10% 1-2yr ■ 15% new
Entry-cohort mix of 2,614 holders: 1,962 (75%) are 2+ year veterans, 253 entered 1–2 years ago, and 399 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
73 of 2521 holders are among the 100 largest funds by AUM, controlling 67% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — BMY

In 2026 Q2, 1229 hedge funds were net buyers of BMY (211 opened a new position, 1018 added to an existing one), while 1221 reduced or exited (1011 trimmed, 210 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 67% of total institutional value in BMY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 2537.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

76 top-rated funds 16 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: BMY
3K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2502 2536 -1.34%
13F Shares 1.71B 1.59B 7.29%
Total Value $93.01B $91.77B 1.35%
New Positions 200 297 -97
Increased Positions 984 1041 -57
Closed Positions 218 186 +32
Reduced Positions 986 874 +112
Total Calls 48 54 -11.11%
Total Puts 45 49 -8.16%
PUT/CALL Ratio 0.94 0.91 Neutral

Statistics: BMY

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

3K + investors

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

QUARTER:
Top 25 BMY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Chiron Capital Management, LLC 10.70% 206,970 $11.9M
2 Sector Gamma As 9.08% 726,115 $41.8M
3 Independent Franchise Partners LLP 8.24% 21,792,841 $1.26B
4 Birchview Capital, LP 8.01% 297,243 $17.1M
5 FourWorld Capital Management LLC 5.24% 100,000 $5.8M
6 Nepsis Inc. 5.05% 258,510 $14.9M
7 Catalio Capital Management, LP 4.47% 412,961 $23.8M
8 Diadema Partners LP 4.37% 600,000 $34.6M
9 Colrain Capital LLC 4.06% 208,145 $12.0M
10 Lombard Odier Asset Management (USA) Corp 3.57% 450,000 $25.9M
11 Catherine Avery Investment Management LLC 3.02% 119,907 $6.9M
12 Core Capital Management & Research, inc. 2.89% 82,074 $5.5M
13 Pzena Investment Management LLC 2.88% 17,007,044 $979.9M
14 Humankind Investments LLC 2.76% 100,000 $5.8M
15 Miramar Capital, LLC 2.74% 216,049 $12.4M
16 Leibman Financial Services, Inc. 2.64% 69,007 $4.0M
17 Sofinnova Investments, Inc. 2.61% 876,970 $50.5M
18 Round Hill Asset Management 2.59% 71,646 $4.1M
19 Cambiar Investors LLC 2.54% 1,017,517 $58.6M
20 Abacus FCF Advisors LLC 2.41% 227,584 $13.1M
21 Diadema Partners LP 2.41% 330,600 $19.0M
22 Bourne Lent Asset Management Inc 2.33% 117,066 $6.7M
23 Keystone Financial Planning, Inc. 2.33% 156,768 $9.0M
24 Viking Fund Management LLC 2.29% 443,000 $25.5M
25 Sippican Capital Advisors 2.13% 60,689 $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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 50% buying: Last quarter: 1,229 funds bought or added vs 1,221 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 — 67% AUM from top-100 funds: 73 of 2521 holders are among the 100 largest funds by AUM, controlling 67% 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?

72% of holders stayed for 2+ years: 1,833 out of 2,537 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.

Full history →