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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
CC
2551
Cadinha & Co
Hawaii
-$203K -3,333 Closed
CCM
2552
Collar Capital Management
Wisconsin
-$203K -3,325 Closed
KA
2553
Klingman & Associates
New York
-$203K -3,323 Closed
BFS
2554
BridgePort Financial Solutions
Iowa
-$202K -3,317 Closed
WIM
2555
Warwick Investment Management
Texas
-$202K -3,312 Closed
TCMP
2556
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$202K -3,307 Closed
PWM
2557
Partners Wealth Management
California
-$201K -3,300 Closed
VFG
2558
V2 Financial group
Illinois
-$201K -3,300 Closed
MPW
2559
MA Private Wealth
California
-$201K -3,296 Closed
CA
2560
Continuum Advisory
Idaho
-$199K -3,268 Closed
ARMT
2561
Amica Retiree Medical Trust
Rhode Island
-$178K -2,917 Closed
GFPC
2562
Global Financial Private Client
Florida
-$167K -2,736 Closed
AFS
2563
Anderson Financial Strategies
Ohio
-$159K -2,600 Closed
PBK
2564
Peoples Bank (Kansas)
Kansas
-$121K -1,983 Closed
QC
2565
Quent Capital
New York
-$102K -1,676 Closed
1L
2566
10Elms LLP
Oklahoma
-$92.3K -1,514 Closed
FF
2567
Friedenthal Financial
New Jersey
-$81.2K -1,331 Closed
CWC
2568
Carolinas Wealth Consulting
North Carolina
-$78.8K -1,293 Closed
SHIM
2569
Stone House Investment Management
Pennsylvania
-$64K -1,050 Closed
RCA
2570
Runnymede Capital Advisors
Ohio
-$61K -1,000 Closed
SCB
2571
Saudi Central Bank
Saudi Arabia
-$48.7K -798 Closed
FAM
2572
Flaharty Asset Management
Florida
-$44.6K -731 Closed
MFS
2573
Mattson Financial Services
Michigan
-$39.8K -652 Closed
IA
2574
IFS Advisors
Kansas
-$36.6K -600 Closed
GWMI
2575
Guardian Wealth Management (Illinois)
Illinois
-$33.1K -541 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.