We are live on ! Find out more
BMY icon

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
SIM
2576
Studio Investment Management
Illinois
-$30.5K -500 Closed
WPA
2577
West Paces Advisors
Georgia
-$26.5K -434 Closed
NCM
2578
Northwest Capital Management
Oregon
-$24.4K -400 Closed
HFM
2579
Harvest Fund Management
China
-$24K -395 Closed
CCM
2580
Campbell Capital Management
Florida
-$21.3K -350 Closed
AT
2581
Arlington Trust
Alabama
-$16.7K -274 Closed
FWA
2582
FSC Wealth Advisors
New York
-$12.2K -200 Closed
TCPG
2583
Trivant Custom Portfolio Group
California
-$12.2K -200 Closed
CJH
2584
Christopher J. Hasenberg
Wisconsin
-$11.3K -190 Closed
CFS
2585
Compass Financial Services
Iowa
-$11.5K -189 Closed
W
2586
WealthCollab
Washington
-$10.8K -177 Closed
1M
2587
1248 Management
Missouri
-$9.21K -151 Closed
MIA
2588
MeadowBrook Investment Advisors
Michigan
-$9.15K -150 Closed
HHGA
2589
Halbert Hargrove Global Advisors
California
-$7.79K -128 Closed
PPWM
2590
PFG Private Wealth Management
Florida
-$6.1K -100 Closed
YAL
2591
Your Advocates Ltd
Texas
-$6.1K -100 Closed
SIM
2592
Synergy Investment Management
Florida
-$3.78K -62 Closed
MAS
2593
MPWM Advisory Solutions
Georgia
-$2.68K -44 Closed
POIA
2594
Pin Oak Investment Advisors
Texas
-$3K -44 Closed
JFG
2595
JDM Financial Group
Texas
-$1.83K -30 Closed
CAWM
2596
Capital A Wealth Management
Pennsylvania
-$1.71K -28 Closed
GP
2597
Greenline Partners
New York
-$732 -12 Closed
BMC
2598
Bear Mountain Capital
Washington
-$508 -10 Closed
SFCL
2599
Strengthening Families & Communities LLC
Massachusetts
-$374 -9 Closed
GA
2600
GoalVest Advisory
New York
-$488 -8 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.