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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
SF
301
Synovus Financial
Georgia
$12.1M -$53.4K -1,088 -0.4%
ZIM
302
Zacks Investment Management
Illinois
$12M -$15.1K -308 -0.1%
WB
303
WesBanco Bank
West Virginia
$12M -$101K -2,063 -0.8%
CWM
304
CIBC World Markets
New York
$11.9M +$557K +11,355 +5%
HI
305
Horizon Investments
North Carolina
$11.7M +$10.1M +205,485 +400%
AWM
306
AE Wealth Management
Kansas
$11.7M +$9.08M +185,045 +271%
MML Investors Services
307
MML Investors Services
Massachusetts
$11.7M -$5.14M -104,744 -29%
PAG
308
Private Advisor Group
New Jersey
$11.6M -$1.42M -29,014 -10%
MCM
309
Masters Capital Management
Georgia
$11.6M +$12.3M +250,000 New
TA
310
TruWealth Advisors
Louisiana
$11.6M +$2.32M +47,163 +23%
Pathstone Holdings
311
Pathstone Holdings
New Jersey
$11.4M +$1.5M +30,634 +14%
BDLIB
312
Banque de Luxembourg Investments (BLI)
Luxembourg
$11.4M
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
$11.4M -$908K -18,494 -7%
EMPI
314
Elo Mutual Pension Insurance
Finland
$11.3M +$459K +9,352 +4%
OC
315
Oppenheimer & Co
New York
$11.3M +$58.8K +1,197 +0.5%
VIM
316
Vinva Investment Management
Australia
$11.3M +$6.78M +138,135 +131%
BS
317
Banco Santander
Spain
$11.2M +$1.29M +26,341 +12%
SI
318
Stephens Inc
Arkansas
$11.1M +$4.24M +86,411 +56%
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$11.1M -$13.7M -278,539 -54%
CLOS
320
Compagnie Lombard Odier SCmA
Switzerland
$11.1M -$21.4K -435 -0.2%
AUB
321
Atlantic Union Bankshares
Virginia
$11.1M +$4.52M +92,172 +62%
TWC
322
TD Waterhouse Canada
Ontario, Canada
$10.9M -$1.93M -39,277 -15%
AV
323
ASR Vermogensbeheer
Netherlands
$10.9M -$44.3K -902 -0.4%
VPIM
324
Vanguard Personalized Indexing Management
California
$10.9M +$283K +5,771 +3%
OAM
325
OP Asset Management
$10.8M -$3.49M -71,182 -23%

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.