We are live on ! Find out more
BMY icon

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
TCM
576
Tufton Capital Management
Maryland
$3.4M -$225K -4,575 -6%
MAWAG
577
Mid-American Wealth Advisory Group
Missouri
$3.4M +$324K +6,608 +10%
EF
578
Empirical Finance
Pennsylvania
$3.38M +$21.6K +440 +0.6%
EWM
579
Empirical Wealth Management
Washington
$3.37M -$101K -2,067 -3%
IWC
580
Integrated Wealth Concepts
Massachusetts
$3.35M +$467K +9,513 +15%
JFG
581
Jefferies Financial Group
New York
$3.35M +$1.09M +22,282 +44%
BAM
582
Belpointe Asset Management
Nevada
$3.35M -$1.19M -24,163 -25%
PCIG
583
Partners Capital Investment Group
Massachusetts
$3.34M -$4.67M -95,209 -57%
RBC
584
Romano Brothers & Co
Illinois
$3.34M -$90.3K -1,840 -2%
RWP
585
RWA Wealth Partners
Massachusetts
$3.34M +$759K +15,454 +27%
GAM
586
Griffin Asset Management
New York
$3.33M -$15K -306 -0.4%
HCM
587
Hillman Capital Management
Maryland
$3.32M +$334K +6,796 +10%
LOAMS
588
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.29M +$93.4K +1,902 +3%
JWCA
589
J.W. Cole Advisors
Florida
$3.26M +$421K +8,580 +14%
CP
590
Castleview Partners
Texas
$3.22M +$77.3K +1,574 +2%
DFCM
591
Dark Forest Capital Management
Puerto Rico
$3.2M +$2.91M +59,260 +600%
ACM
592
Argyle Capital Management
Pennsylvania
$3.19M +$5.15K +105 +0.2%
HWM
593
HB Wealth Management
Georgia
$3.16M -$1.07M -21,852 -24%
RBA
594
Richard Bernstein Advisors
New York
$3.09M -$428K -8,717 -12%
BFA
595
Benedict Financial Advisors
Georgia
$3.08M +$491 +10 +0%
JCM
596
Jacobi Capital Management
Pennsylvania
$3.08M +$89.6K +1,826 +3%
SW
597
SVB Wealth
Massachusetts
$3.07M +$3.26M +66,361 New
WT
598
Whittier Trust
California
$3.06M -$258K -5,251 -7%
CA
599
Cullinan Associates
Kentucky
$3.05M -$196K -3,989 -6%
AWM
600
Axxcess Wealth Management
California
$3.04M +$41K +836 +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.