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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
VVP
626
Venture Visionary Partners
Ohio
$2.79M -$2.65M -54,036 -47%
AFG
627
American Financial Group
Ohio
$2.78M
DWM
628
Dakota Wealth Management
Florida
$2.77M -$10.7M -218,671 -79%
FMII
629
Farmers & Merchants Investments Inc
Nebraska
$2.76M -$378K -7,705 -11%
Bessemer Group
630
Bessemer Group
New Jersey
$2.75M -$346K -7,040 -11%
TC
631
Truvestments Capital
Florida
$2.75M -$15.8K -322 -0.5%
WAS
632
Wesleyan Assurance Society
United Kingdom
$2.75M
SCA
633
Snowden Capital Advisors
New York
$2.75M -$221K -4,502 -7%
PDL
634
Portfolio Design Labs
California
$2.74M +$431K +8,779 +17%
CRI
635
Commonwealth Retirement Investments
Virginia
$2.74M +$574K +11,690 +25%
FTIA
636
Four Tree Island Advisory
New Hampshire
$2.74M -$365K -7,426 -11%
DCM
637
Donaldson Capital Management
Indiana
$2.71M -$138K -2,806 -5%
WANY
638
Wealthspire Advisors (New York)
New York
$2.69M -$48.2K -982 -2%
AWS
639
Atria Wealth Solutions
New York
$2.69M -$5.1M -103,860 -64%
MC
640
Machina Capital
France
$2.69M +$2.85M +58,036 New
TCA
641
Transcend Capital Advisors
New Jersey
$2.67M -$2.14M -43,496 -43%
CDDEC
642
Caisse Des Depots Et Consignations
France
$2.66M
4WM
643
44 Wealth Management
Oregon
$2.65M -$132K -2,686 -4%
PCM
644
Poehling Capital Management
Wisconsin
$2.65M -$1.96K -40 -0.1%
WS
645
Wedbush Securities
California
$2.64M +$66.4K +1,353 +2%
ECM
646
Eisler Capital Management
United Kingdom
$2.63M +$2.22M +45,233 +390%
MCM
647
Mengis Capital Management
Oregon
$2.63M -$310K -6,325 -10%
SC
648
Savant Capital
Illinois
$2.62M +$278K +5,656 +11%
SCA
649
Sippican Capital Advisors
Massachusetts
$2.61M +$37.8K +770 +1%
SFS
650
Sowell Financial Services
Arkansas
$2.61M +$50.5K +1,028 +2%

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.