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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
LWL
726
Leo Wealth LLC
Texas
$2.09M +$1.88M +38,286 +551%
Balyasny Asset Management
727
Balyasny Asset Management
Illinois
$2.09M +$2.22M +45,139 New
CRWM
728
Castle Rock Wealth Management
California
$2.09M +$1.8M +36,576 +458%
MSA
729
MUFG Securities Americas
New York
$2.09M +$451K +9,182 +26%
FRA
730
Frank Rimerman Advisors
California
$2.09M +$158K +3,219 +8%
HH
731
Hilltop Holdings
Texas
$2.09M -$136K -2,776 -6%
JSSH
732
J. Safra Sarasin Holding
$2.08M +$1.13M +22,927 +104%
TCOV
733
Trust Company of Vermont
Vermont
$2.08M +$50.2K +1,023 +2%
PS
734
Principal Securities
Iowa
$2.05M -$27K -551 -1%
CFG
735
Citizens Financial Group
Rhode Island
$2.05M +$436K +8,876 +25%
BG
736
Bahl & Gaynor
Ohio
$2.04M +$4.17K +85 +0.2%
DLCIG
737
D.L. Carlson Investment Group
New Hampshire
$2.04M +$950K +19,363 +78%
PA
738
Promethium Advisors
Maryland
$2.04M -$98.2K -2,000 -4%
NSEDCP
739
NJ State Employees Deferred Compensation Plan
New Jersey
$2.03M
PVI
740
Pine Valley Investments
New Jersey
$2.02M +$60.9K +1,241 +3%
PAMP
741
Polar Asset Management Partners
Ontario, Canada
$2.01M +$315K +6,412 +17%
SMFG
742
Sumitomo Mitsui Financial Group
Japan
$2.01M +$191K +3,896 +10%
MGIA
743
Moneta Group Investment Advisors
Missouri
$2.01M -$91.6K -1,867 -4%
DSC
744
Duncker Streett & Co
Missouri
$2.01M -$85.6K -1,743 -4%
O
745
Ossiam
France
$2M -$416K -8,472 -16%
AAMU
746
APG Asset Management US
New York
$1.99M
CCIA
747
Campbell & Co Investment Adviser
Maryland
$1.99M +$2.11M +42,998 New
BWAM
748
Boyd Watterson Asset Management
Ohio
$1.98M -$51.8K -1,055 -2%
FTWA
749
Fifth Third Wealth Advisors
Ohio
$1.97M +$1.35M +27,453 +181%
MF
750
Magnetar Financial
Illinois
$1.97M +$2.09M +42,521 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.