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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
AC
801
AXQ Capital
New Jersey
$1.74M +$1.38M +28,051 +297%
PAM
802
Peak Asset Management
Colorado
$1.74M -$31.1K -634 -2%
SFO
803
Stokes Family Office
Louisiana
$1.73M +$47.7K +971 +3%
AF
804
Advisornet Financial
Minnesota
$1.73M +$99.6K +2,028 +6%
EC
805
Enhancing Capital
Pennsylvania
$1.73M
SJL
806
Shayne & Jacobs LLC
Tennessee
$1.72M -$14.8K -302 -0.8%
HA
807
Herold Advisors
New York
$1.72M +$26.3K +536 +1%
LAM
808
Lakewood Asset Management
Illinois
$1.72M +$8.05K +164 +0.4%
NFC
809
Northeast Financial Consultants
Connecticut
$1.72M -$82.8K -1,686 -4%
BG
810
Bellevue Group
Switzerland
$1.72M +$570K +11,611 +45%
DSCM
811
Del-Sette Capital Management
New York
$1.71M +$158K +3,224 +10%
RCAG
812
Rehmann Capital Advisory Group
Michigan
$1.7M +$116K +2,372 +7%
CT
813
Caldwell Trust
Florida
$1.7M -$59.3K -1,209 -3%
PCA
814
Purkiss Capital Advisors
Connecticut
$1.7M -$58K -1,182 -3%
PAS
815
Park Avenue Securities
New York
$1.69M -$1.48M -30,214 -45%
AWC
816
Abundance Wealth Counselors
Pennsylvania
$1.69M +$66.8K +1,360 +4%
CAM
817
Cacti Asset Management
Georgia
$1.69M
RIL
818
Rothschild Investment LLC
Illinois
$1.68M -$34.5K -702 -2%
BCM
819
Birmingham Capital Management
Alabama
$1.68M -$321K -6,530 -15%
SIM
820
Stratos Investment Management
Ohio
$1.68M +$125K +2,552 +8%
SXL
821
Summit X LLC
Missouri
$1.68M -$62.2K -1,267 -3%
EFM
822
Eley Financial Management
Vermont
$1.68M +$46.5K +948 +3%
Jacobs Levy Equity Management
823
Jacobs Levy Equity Management
New Jersey
$1.67M -$5.45M -111,074 -75%
ACP
824
Aviance Capital Partners
Florida
$1.67M -$32.8K -668 -2%
GFA
825
Gifford Fong Associates
California
$1.66M

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.