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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
ABC
526
Associated Banc-Corp
Wisconsin
$3.99M -$1.07M -21,889 -20%
HPC
527
HM Payson & Co
Maine
$3.96M -$352K -7,163 -8%
SCA
528
Sage Capital Advisors
South Dakota
$3.95M +$1.58M +32,181 +61%
JGC
529
J. Goldman & Co
New York
$3.94M +$4.18M +85,205 New
SYBT
530
Stock Yards Bank & Trust
Kentucky
$3.92M -$149K -3,027 -3%
CIA
531
Concurrent Investment Advisors
Florida
$3.91M +$372K +7,578 +10%
SC
532
Searle & Co
Connecticut
$3.91M -$7.36K -150 -0.2%
OPCM
533
Osborne Partners Capital Management
California
$3.86M -$34.4K -700 -0.8%
TAIM
534
Te Ahumairangi Investment Management
New Zealand
$3.85M +$1.21M +24,730 +42%
RCM
535
Radnor Capital Management
Pennsylvania
$3.79M +$56.5K +1,150 +1%
PIM
536
Plato Investment Management
Australia
$3.79M +$176K +3,589 +5%
AWM
537
Avaii Wealth Management
Wisconsin
$3.78M +$153K +3,124 +4%
TFA
538
Toth Financial Advisory
Virginia
$3.78M -$487K -9,916 -11%
PC
539
Promethos Capital
Massachusetts
$3.78M
T
540
TOBAM
France
$3.77M +$816K +16,626 +26%
HTI
541
Hikari Tsushin Inc
Japan
$3.76M
MK
542
MASTERINVEST Kapitalanlage
$3.75M +$3.98M +81,051 New
ATPW
543
Ashton Thomas Private Wealth
Arizona
$3.71M +$134K +2,727 +4%
NGA
544
Naples Global Advisors
Florida
$3.68M -$65.3K -1,330 -2%
RB
545
Rodgers Brothers
Pennsylvania
$3.66M +$589 +12 +0%
Massachusetts Financial Services
546
Massachusetts Financial Services
Massachusetts
$3.65M +$2.02M +41,212 +109%
DWP
547
Daymark Wealth Partners
Ohio
$3.63M +$37.5K +763 +1%
ALMGDA
548
AG2R La Mondiale Gestion d'Actifs
France
$3.62M +$126K +2,568 +3%
PCM
549
Parsons Capital Management
Rhode Island
$3.62M +$11K +224 +0.3%
HW
550
Hamilton Wealth
California
$3.6M +$139K +2,825 +4%

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.