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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
Group One Trading
676
Group One Trading
Illinois
$2.4M +$2.26M +45,978 +796%
DIA
677
Dean Investment Associates
Ohio
$2.39M +$51.3K +1,045 +2%
FM
678
Foster & Motley
Ohio
$2.38M +$651K +13,268 +35%
RCA
679
Resonant Capital Advisors
Wisconsin
$2.37M -$3.88K -79 -0.2%
ECM
680
ExodusPoint Capital Management
New York
$2.36M +$2.51M +51,047 New
Edgewood Management
681
Edgewood Management
Connecticut
$2.34M -$521K -10,614 -17%
PF
682
Phoenix Financial
Israel
$2.34M +$2.48M +50,530 New
MWM
683
Meridian Wealth Management
Kentucky
$2.33M -$7.85K -160 -0.3%
TA
684
Townsend & Associates
Colorado
$2.33M +$38.8K +791 +2%
FWCM
685
Ferguson Wellman Capital Management
Oregon
$2.33M -$65.3K -1,331 -3%
GF
686
Gries Financial
Ohio
$2.3M +$33.2K +676 +1%
GFM
687
GF Fund Management
China
$2.29M -$18.1K -369 -0.7%
MIP
688
Marietta Investment Partners
Wisconsin
$2.28M -$1.27M -25,837 -34%
ISB
689
Iowa State Bank
Iowa
$2.28M -$62.4K -1,271 -3%
CAM
690
Carret Asset Management
New York
$2.27M -$77.6K -1,580 -3%
BCP
691
Berkeley Capital Partners
Georgia
$2.27M +$211K +4,305 +10%
LS
692
Leelyn Smith
Illinois
$2.27M +$87.4K +1,781 +4%
SC
693
Sapient Capital
Indiana
$2.26M -$4.12K -84 -0.2%
VSQM
694
V-Square Quantitative Management
Illinois
$2.26M +$119K +2,429 +5%
MCP
695
Mirador Capital Partners
California
$2.25M +$24.3K +496 +1%
CAAS
696
Capital Asset Advisory Services
Michigan
$2.24M +$52.5K +1,069 +2%
MS
697
Madden Securities
Texas
$2.23M +$1.89M +38,470 +397%
OAM
698
Ostrum Asset Management
France
$2.23M -$286K -5,818 -11%
IP
699
Integras Partners
Georgia
$2.23M -$20.7K -421 -0.9%
GIA
700
Guyasuta Investment Advisors
Pennsylvania
$2.22M +$20.1K +409 +0.9%

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.