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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
ECM
776
Evergreen Capital Management
Washington
$1.84M -$14.1K -287 -0.7%
NEAM
777
New England Asset Management
Connecticut
$1.84M +$12K +245 +0.6%
PWS
778
Proactive Wealth Strategies
Georgia
$1.84M +$84.3K +1,717 +5%
OC
779
Oarsman Capital
Wisconsin
$1.84M +$198K +4,043 +11%
WA
780
Waverly Advisors
Alabama
$1.83M +$6.18K +126 +0.3%
Federated Hermes
781
Federated Hermes
Pennsylvania
$1.83M -$383M -7,793,300 -99%
RIM
782
Redwood Investment Management
Arizona
$1.82M +$291K +5,937 +18%
CEI
783
Clark Estates Inc
New York
$1.8M +$209K +4,262 +12%
NRS
784
Neville Rodie & Shaw
New York
$1.8M -$554K -11,285 -23%
BFS
785
Bradley Foster & Sargent
Connecticut
$1.78M -$36.2K -738 -2%
TIM
786
Thornburg Investment Management
New Mexico
$1.78M
CIC
787
Cornercap Investment Counsel
Georgia
$1.78M -$45K -916 -2%
CC
788
Courier Capital
New York
$1.78M -$76.7K -1,563 -4%
IWM
789
IHT Wealth Management
Illinois
$1.77M -$262K -5,338 -12%
BP
790
Ballentine Partners
Massachusetts
$1.77M -$125K -2,554 -6%
RI
791
Ridgewood Investments
New Jersey
$1.77M +$519K +10,574 +38%
CRIG
792
Charter Research & Investment Group
Connecticut
$1.76M -$81.7K -1,665 -4%
LIM
793
Leavell Investment Management
Alabama
$1.76M -$100K -2,044 -5%
IPW
794
Inlet Private Wealth
Florida
$1.76M -$492K -10,015 -21%
FNT
795
First National Trust
Pennsylvania
$1.75M -$129K -2,632 -7%
BCM
796
Bridgeway Capital Management
Texas
$1.75M -$19.6K -400 -1%
KCM
797
Kanawha Capital Management
Virginia
$1.75M +$27.3K +557 +1%
EI
798
EDMP Inc
Florida
$1.74M -$103K -2,094 -5%
BHWM
799
Bar Harbor Wealth Management
New Hampshire
$1.74M -$6.63K -135 -0.4%
OPA
800
Old Port Advisors
Maine
$1.74M -$30.4K -619 -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.