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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
WIA
501
Wealthedge Investment Advisors
New York
$4.48M +$4.75M +96,686 New
CSP
502
Cary Street Partners
Virginia
$4.41M +$108K +2,193 +2%
AP
503
Arlington Partners
Alabama
$4.41M +$713K +14,532 +18%
IEFM
504
IQ EQ Fund Management
Ireland
$4.4M
NMERB
505
New Mexico Educational Retirement Board
New Mexico
$4.38M
A
506
Allianz
Germany
$4.38M -$270K -5,501 -5%
SCM
507
Sterling Capital Management
North Carolina
$4.37M +$1.36M +27,610 +41%
RRAM
508
River Road Asset Management
Kentucky
$4.34M -$3.32M -67,650 -40%
MA
509
Mutual Advisors
Nebraska
$4.31M +$986K +20,095 +29%
BHWA
510
Beacon Harbor Wealth Advisors
Virginia
$4.29M -$1.36M -27,744 -23%
GWM
511
Geneos Wealth Management
Colorado
$4.27M -$4.27M -86,920 -49%
1832 Asset Management
512
1832 Asset Management
Ontario, Canada
$4.24M +$4.5M +91,645 New
SW
513
SteelPeak Wealth
California
$4.23M -$4.04M -82,310 -47%
AWM
514
Apollon Wealth Management
South Carolina
$4.16M +$39.2K +799 +0.9%
WIS
515
Wright Investors Service
Connecticut
$4.16M +$20K +407 +0.5%
AC
516
Arrow Capital
Australia
$4.16M +$2.89M +58,822 New
FCBT
517
First Citizens Bank & Trust
North Carolina
$4.14M -$953K -19,409 -18%
AWA
518
Aaron Wealth Advisors
Illinois
$4.13M -$83.7K -1,706 -2%
HCM
519
Hudson Capital Management
New Jersey
$4.11M +$125K +2,551 +3%
TIM
520
Thor Investment Management
Ohio
$4.11M +$89K +1,814 +2%
EWA
521
EP Wealth Advisors
California
$4.1M +$1.68M +34,221 +63%
WTC
522
WhitTier Trust Company
Nevada
$4.07M -$1.62K -33 -0%
ELC
523
Edgar Lomax Company
Virginia
$4.01M -$67.3K -1,370 -2%
CP
524
Coho Partners
Pennsylvania
$4.01M +$775K +15,785 +22%
SAM
525
Shell Asset Management
Netherlands
$4M +$1.17M +23,772 +38%

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.