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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
IIM
651
Intact Investment Management
Quebec, Canada
$2.6M +$19.6K +400 +0.7%
KCM
652
Kendall Capital Management
Maryland
$2.58M +$403K +8,210 +17%
PI
653
PFG Investments
New York
$2.57M -$98.8K -2,013 -3%
RFG
654
Range Financial Group
Oregon
$2.56M +$154K +3,140 +6%
KRSITF
655
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.55M -$188K -3,825 -6%
RFM
656
Royal Fund Management
Florida
$2.55M -$9.03K -184 -0.3%
LP
657
LMR Partners
United Kingdom
$2.55M +$619K +12,610 +30%
ECM
658
Exchange Capital Management
Michigan
$2.54M +$10.8K +220 +0.4%
Nomura Holdings
659
Nomura Holdings
Japan
$2.54M -$1.13M -22,919 -29%
WIA
660
World Investment Advisors
California
$2.53M -$206K -4,206 -7%
BE
661
Bonness Enterprises
District of Columbia
$2.51M
AAM
662
Aureus Asset Management
Massachusetts
$2.5M +$836K +17,036 +46%
PFS
663
Prospera Financial Services
Texas
$2.5M -$509K -10,360 -16%
SMI
664
Shelter Mutual Insurance
Missouri
$2.49M
PWM
665
Perigon Wealth Management
California
$2.48M -$430K -8,768 -14%
AG
666
Ascent Group
Virginia
$2.48M +$15.5K +316 +0.6%
HAG
667
HighPoint Advisor Group
Illinois
$2.48M -$230K -4,692 -8%
SHFA
668
SS&H Financial Advisors
Michigan
$2.45M -$44.2K -900 -2%
AIA
669
AIMZ Investment Advisors
California
$2.45M -$4.27K -87 -0.2%
LSA
670
Leonteq Securities AG
Switzerland
$2.43M +$2.12M +43,278 +470%
HTC
671
Haverford Trust Company
Pennsylvania
$2.42M -$51.5K -1,050 -2%
QPBE
672
Quintet Private Bank (Europe)
Luxembourg
$2.42M -$12.1K -246 -0.5%
EFS
673
Essex Financial Services
Connecticut
$2.42M -$52.9K -1,078 -2%
FIB
674
First Interstate Bank
Montana
$2.42M -$62K -1,264 -2%
AI
675
Atom Investors
Texas
$2.42M +$2.56M +52,217 New

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.