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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
551
Summit Financial
New Jersey
$3.6M +$2.89M +58,818 +312%
BBHC
552
Brown Brothers Harriman & Co
New York
$3.6M +$240K +4,881 +7%
FA
553
Fagan Associates
New York
$3.58M +$1.21M +24,737 +47%
Lido Advisors
554
Lido Advisors
California
$3.54M -$1.9M -38,770 -34%
VT
555
Vise Technologies
New York
$3.54M +$3.75M +76,452 New
CIP
556
Convergence Investment Partners
Florida
$3.53M -$1.67K -34 -0%
TE
557
Tema ETFs
New York
$3.53M +$58.5K +1,191 +2%
USCWA
558
U.S. Capital Wealth Advisors
Texas
$3.51M +$2.32M +47,189 +164%
SFI
559
Siemens Fonds Invest
Germany
$3.51M +$208K +4,230 +6%
SWMG
560
Signature Wealth Management Group
Georgia
$3.5M +$24K +488 +0.6%
NLP
561
Next Level Private
New York
$3.5M +$116K +2,365 +3%
FAM
562
Fred Alger Management
New York
$3.49M +$31.8K +647 +0.9%
CAIM
563
Catherine Avery Investment Management
Florida
$3.47M +$428K +8,713 +13%
PCA
564
Providence Capital Advisors
North Carolina
$3.47M +$1.06M +21,675 +41%
VCM
565
Versant Capital Management
Arizona
$3.47M -$317K -6,465 -8%
AAM
566
AR Asset Management
California
$3.46M +$736K +15,000 +25%
SPI
567
Strategic Planning Inc
Ohio
$3.46M -$34K -693 -0.9%
QP
568
Quilter Plc
United Kingdom
$3.45M -$429K -8,730 -10%
WAOTB
569
Wealth Advisors of Tampa Bay
Florida
$3.43M +$209K +4,260 +6%
MC
570
Moors & Cabot
Massachusetts
$3.42M -$178K -3,634 -5%
Capstone Investment Advisors
571
Capstone Investment Advisors
New York
$3.42M +$3.63M +73,888 New
CCG
572
Cypress Capital Group
Florida
$3.42M +$77.1K +1,570 +2%
IAA
573
Independent Advisor Alliance
North Carolina
$3.41M -$117K -2,388 -3%
DAM
574
Delta Asset Management
Tennessee
$3.41M -$92.3K -1,881 -2%
SPC
575
Sigma Planning Corp
Michigan
$3.4M +$338K +6,879 +10%

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.