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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
BBWA
751
Bell & Brown Wealth Advisors
California
$1.97M -$10.1K -205 -0.5%
QIM
752
Quest Investment Management
Oregon
$1.96M +$708K +14,431 +52%
PP
753
Patten & Patten
Tennessee
$1.95M -$1.28M -26,111 -38%
ZIG
754
Zuckerman Investment Group
Illinois
$1.95M
LNWWM
755
Laird Norton Wetherby Wealth Management
California
$1.95M +$2.07M +42,197 New
LCM
756
Legato Capital Management
California
$1.95M
BOC
757
Barbara Oil Co
Illinois
$1.94M
ECM
758
Everence Capital Management
Indiana
$1.93M -$814K -16,590 -28%
KWA
759
Kingswood Wealth Advisors
California
$1.92M +$111K +2,255 +6%
MBTD
760
Mechanics Bank - Trust Department
California
$1.92M -$636K -12,952 -24%
LG
761
LaFleur & Godfrey
Michigan
$1.92M -$104K -2,128 -5%
MFG
762
Merit Financial Group
Georgia
$1.92M -$499K -10,166 -20%
KFP
763
KMG Fiduciary Partners
Ohio
$1.91M +$96.3K +1,961 +5%
BFS
764
Bard Financial Services
Connecticut
$1.91M +$12K +245 +0.6%
CAS
765
Coppell Advisory Solutions
Texas
$1.9M +$2.01M +40,970 New
JCM
766
Janney Capital Management
Pennsylvania
$1.9M +$34.1K +695 +2%
I
767
InvesTrust
Oklahoma
$1.9M -$3.64M -74,178 -64%
ORG
768
Optimist Retirement Group
Washington
$1.89M +$84.7K +1,725 +4%
JPWM
769
Jamison Private Wealth Management
Georgia
$1.88M -$29.4K -598 -1%
GI
770
GAMMA Investing
California
$1.88M +$40.4K +823 +2%
WTFG
771
Wells Trecaso Financial Group
Ohio
$1.87M -$79.7K -1,624 -4%
BCM
772
Brookstone Capital Management
Illinois
$1.86M +$66.7K +1,358 +4%
HIC
773
Holderness Investments Company
North Carolina
$1.86M -$118K -2,414 -6%
CCT
774
Chemung Canal Trust
New York
$1.86M -$3.68K -75 -0.2%
WSC
775
Wellington Shields & Co
New York
$1.85M -$21.2K -432 -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.