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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
SLC
2526
Second Line Capital
Louisiana
-$216K -3,544 Closed
SSW
2527
Smith Shellnut Wilson
Mississippi
-$215K -3,524 Closed
TCM
2528
Towercrest Capital Management
Pennsylvania
-$214K -3,502 Closed
APIM
2529
Agate Pass Investment Management
Washington
-$213K -3,500 Closed
BMO
2530
Beck Mack & Oliver
New York
-$213K -3,500 Closed
RYIA
2531
Roehl & Yi Investment Advisors
Oregon
-$213K -3,499 Closed
TWM
2532
TriaGen Wealth Management
California
-$213K -3,499 Closed
RCWM
2533
Royal Capital Wealth Management
Indiana
-$213K -3,492 Closed
PSP
2534
Pacific Sage Partners
Washington
-$212K -3,469 Closed
PRTG
2535
Post Resch Tallon Group
New York
-$206K -3,466 Closed
MFP
2536
Meridian Financial Partners
Virginia
-$211K -3,465 Closed
HCMG
2537
Howard Capital Management Group
California
-$211K -3,455 Closed
WAG
2538
Winthrop Advisory Group
Massachusetts
-$210K -3,442 Closed
CIC
2539
Chase Investment Counsel
Virginia
-$209K -3,438 Closed
LAS
2540
Lloyd Advisory Services
Georgia
-$208K -3,416 Closed
EIA
2541
Eldridge Investment Advisors
New Hampshire
-$208K -3,412 Closed
FFA
2542
Fragasso Financial Advisors
Pennsylvania
-$208K -3,411 Closed
HTHT
2543
Hemenway Trust Hemenway Trust
New Hampshire
-$207K -3,400 Closed
FAFN
2544
First Affirmative Financial Network
Colorado
-$207K -3,399 Closed
NFC
2545
Northstar Financial Companies
Pennsylvania
-$207K -3,391 Closed
VCM
2546
Vivaldi Capital Management
Illinois
-$206K -3,384 Closed
WF
2547
Wayfinding Financial
Washington
-$206K -3,383 Closed
NC
2548
NBW Capital
Massachusetts
-$206K -3,380 Closed
CFA
2549
CWS Financial Advisors
Michigan
-$205K -3,357 Closed
GAA
2550
Guardian Asset Advisors
Pennsylvania
-$204K -3,340 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.