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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
SWP
351
Stratos Wealth Partners
Ohio
$9.58M +$140K +2,851 +1%
AssetMark Inc
352
AssetMark Inc
California
$9.56M -$2.8M -57,008 -22%
AAM
353
Advisors Asset Management
Colorado
$9.55M -$1.12M -22,752 -10%
ONB
354
Old National Bancorp
Indiana
$9.44M +$350K +7,136 +4%
AAMU
355
AEGON Asset Management (UK)
United Kingdom
$9.37M -$1.27M -25,858 -11%
BPA
356
Beacon Pointe Advisors
California
$9.22M -$478K -9,740 -5%
YIH
357
Y-Intercept (HK)
Hong Kong
$9.2M +$9.76M +198,762 New
UB
358
UMB Bank
Missouri
$9.08M -$5.76M -117,309 -37%
Adage Capital Partners
359
Adage Capital Partners
Massachusetts
$9.07M -$86.2M -1,756,304 -90%
AF
360
Avanza Fonder
Sweden
$8.91M +$20.7K +422 +0.2%
AGA
361
Altrinsic Global Advisors
Connecticut
$8.83M -$251K -5,107 -3%
TI
362
Trexquant Investment
Connecticut
$8.74M +$9.27M +188,767 New
CAM
363
Claret Asset Management
Quebec, Canada
$8.63M +$657K +13,374 +8%
SCA
364
Stonebridge Capital Advisors
Minnesota
$8.59M +$80.1K +1,632 +0.9%
GH
365
GAM Holding
Switzerland
$8.57M +$28.2K +574 +0.3%
NIG
366
NFJ Investment Group
Texas
$8.56M -$1.58M -32,222 -15%
RT
367
Rockland Trust
Massachusetts
$8.48M +$390K +7,949 +5%
NA
368
NewEdge Advisors
Louisiana
$8.43M -$391K -7,965 -4%
UCFA
369
United Capital Financial Advisors
Texas
$8.4M -$244K -4,971 -3%
BF
370
BOK Financial
Oklahoma
$8.4M +$3.23M +65,842 +57%
CB
371
Cadence Bank
Mississippi
$8.27M +$268K +5,457 +3%
Verition Fund Management
372
Verition Fund Management
Connecticut
$8.17M +$5.72M +116,510 +194%
OPERF
373
Oregon Public Employees Retirement Fund
Oregon
$8.14M +$78.5K +1,600 +0.9%
IIM
374
INTECH Investment Management
Florida
$8.01M -$1.62M -32,961 -16%
KPWS
375
Kestra Private Wealth Services
Texas
$7.97M +$101K +2,054 +1%

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.