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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
CA
451
Clearstead Advisors
Ohio
$5.51M +$409K +8,330 +8%
PA
452
Pinnacle Associates
New York
$5.44M -$335K -6,817 -5%
C
453
Certuity
Florida
$5.42M -$109K -2,227 -2%
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.41M -$1.29M -26,203 -18%
NB
455
Norinchukin Bank
Japan
$5.35M +$200K +4,075 +4%
MGP
456
Metis Global Partners
California
$5.35M -$349K -7,119 -6%
DILIC
457
Dai-ichi Life Insurance Company
Japan
$5.27M +$2M +40,712 +56%
TAM
458
Tocqueville Asset Management
New York
$5.27M +$991K +20,181 +22%
TCM
459
Telos Capital Management
California
$5.25M +$184K +3,739 +3%
MMA
460
Miracle Mile Advisors
California
$5.25M +$39.2K +799 +0.7%
GIA
461
Gladstone Institutional Advisory
Florida
$5.24M +$1.48M +30,168 +36%
BEI
462
Benjamin Edwards Inc
Missouri
$5.19M -$210K -4,273 -4%
AF
463
Allworth Financial
California
$5.18M +$1.49M +30,415 +37%
JIC
464
Johnson Investment Counsel
Ohio
$5.1M +$218K +4,436 +4%
Envestnet Portfolio Solutions
465
Envestnet Portfolio Solutions
Illinois
$5.1M -$3.2M -65,123 -37%
TCM
466
Twin Capital Management
Pennsylvania
$5.07M +$44.6K +908 +0.8%
TIAA Trust, National Association
467
TIAA Trust, National Association
North Carolina
$5.01M -$570K -11,618 -10%
MVP
468
Miller Value Partners
Florida
$5M
ClearBridge Investments
469
ClearBridge Investments
New York
$4.98M -$23.2K -473 -0.4%
GIM
470
Grassi Investment Management
California
$4.98M -$36.8K -750 -0.7%
OTPPB
471
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.98M +$279K +5,691 +6%
LSERS
472
Louisiana State Employees Retirement System
Louisiana
$4.97M -$83.5K -1,700 -2%
ITC
473
Inspire Trust Company
Nevada
$4.95M +$1.72M +35,000 +49%
SAM
474
Securian Asset Management
Minnesota
$4.93M -$49.8K -1,015 -0.9%
EH
475
Equitable Holdings
New York
$4.91M +$626K +12,755 +14%

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.