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Bristol-Myers Squibb

2,293 hedge funds and large institutions have $76.5B invested in Bristol-Myers Squibb in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 822 increasing their positions, 1,032 reducing their positions, and 309 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 80.3%80.8% (+0.5%)

7% less funds holding

Funds holding: 2,4782,293 (-185)

12% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.26B

20% less repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 1,032

23% less capital invested

Capital invested by funds: $99.6B → $76.5B (-$23B)

51% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 309

57% less funds holding in top 10

Funds holding in top 10: 3716 (-21)

Holders
2,293
Holders Change
-185
Holders Change %
-7.47%
% of All Funds
30.19%
Holding in Top 10
16
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-56.76%
% of All Funds
0.21%
New
151
Increased
822
Reduced
1,032
Closed
309
Calls
$1.12B
Puts
$1.26B
Net Calls
-$147M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
2476
MJP Associates
Connecticut
-$240K -3,943 Closed
Fayez Sarofim & Co
2477
Fayez Sarofim & Co
Texas
-$240K -3,930 Closed
RAM
2478
Redmond Asset Management
Virginia
-$240K -3,930 Closed
PWC
2479
PYA Waltman Capital
Tennessee
-$239K -3,925 Closed
STA
2480
Smith Thornton Advisors
Alabama
-$239K -3,920 Closed
AW
2481
Atlas Wealth
Ohio
-$239K -3,915 Closed
EWS
2482
Eagle Wealth Strategies
New Jersey
-$239K -3,912 Closed
PCMC
2483
Paragon Capital Management (Colorado)
Colorado
-$238K -3,909 Closed
LAI
2484
Legal Advantage Investments
California
-$237K -3,891 Closed
FBC
2485
Fairfield, Bush & Co
Connecticut
-$237K -3,886 Closed
FFA
2486
Fi3 Financial Advisors
Indiana
-$237K -3,885 Closed
WC
2487
Wynn Capital
Georgia
-$236K -3,875 Closed
NJBEST
2488
New Jersey Better Educational Savings Trust
New Jersey
-$235K -3,849 Closed
DOA
2489
D'Orazio & Associates
Virginia
-$234K -3,837 Closed
LSA
2490
L & S Advisors
California
-$234K -3,836 Closed
BWM
2491
Birchcreek Wealth Management
Ohio
-$233K -3,825 Closed
SPWM
2492
Spartan Planning & Wealth Management
North Carolina
-$232K -3,810 Closed
SPWM
2493
Schrum Private Wealth Management
Florida
-$232K -3,800 Closed
SA
2494
SoundView Advisors
Washington
-$231K -3,792 Closed
ESBC
2495
E.S. Barr & Co
Kentucky
-$231K -3,780 Closed
RIP
2496
Reliant Investment Partners
North Carolina
-$230K -3,771 Closed
MAM
2497
Madison Asset Management
Wisconsin
-$230K -3,768 Closed
CIA
2498
Compass Ion Advisors
Pennsylvania
-$229K -3,763 Closed
DP
2499
Dearborn Partners
Illinois
-$229K -3,755 Closed
CA
2500
Carson Advisory
Georgia
-$229K -3,753 Closed

BMY Hedge Fund Activity: Q2 2025 in Review

2,293 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2025, worth a combined $76.5B — down 23% from $99.6B a quarter earlier.

Sellers outnumbered buyers: 309 funds closed out of BMY and 151 opened new positions — a net loss of 158 holders — while 1,032 trimmed existing stakes and 822 added.

The largest buyer was BlackRock, adding an estimated $533M. The largest seller was DZ Bank, cutting an estimated $553M.

  • 2,293 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2025, down from 2,478 in Q1 2025.
  • Funds reported $76.5B of Bristol-Myers Squibb stock for Q2 2025, down 23% quarter-over-quarter.
  • 151 funds opened new Bristol-Myers Squibb positions in Q2 2025 and 309 closed out, a net change of -158 holders.
  • The largest Bristol-Myers Squibb buyer in Q2 2025 was BlackRock, an estimated $533M added.
  • The largest Bristol-Myers Squibb seller in Q2 2025 was DZ Bank, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2025.