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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
HSA
826
HBK Sorce Advisory
Pennsylvania
$1.66M -$42.9K -873 -2%
SIC
827
Sigma Investment Counselors
Michigan
$1.66M +$136K +2,780 +8%
IAIM
828
International Assets Investment Management
Florida
$1.65M -$377K -7,675 -18%
DWA
829
Douglass Winthrop Advisors
New York
$1.65M -$24.5K -500 -1%
RCA
830
Ranch Capital Advisors
Florida
$1.65M +$74.2K +1,511 +4%
CW
831
CreativeOne Wealth
Kansas
$1.63M +$123K +2,510 +8%
OL
832
one8zero8 LLC
North Carolina
$1.63M -$1.86K -38 -0.1%
UF
833
Univest Financial
Pennsylvania
$1.62M -$9.62K -196 -0.6%
BIG
834
Brookwood Investment Group
Arizona
$1.62M +$342K +6,972 +25%
LCM
835
Logan Capital Management
Pennsylvania
$1.6M -$65.2K -1,329 -4%
FFA
836
Farther Finance Advisors
California
$1.59M -$71.8K -1,463 -4%
SCM
837
Silvant Capital Management
Georgia
$1.59M -$12.2K -248 -0.7%
MNBTD
838
Moody National Bank Trust Division
Texas
$1.59M -$132K -2,691 -7%
TBA
839
Tower Bridge Advisors
Pennsylvania
$1.59M -$97.2K -1,980 -5%
Walleye Capital
840
Walleye Capital
New York
$1.59M +$1.37M +27,889 +435%
BTD
841
BankPlus Trust Department
Mississippi
$1.59M +$176K +3,585 +12%
PS
842
Pensionfund Sabic
Netherlands
$1.58M -$4.91K -100 -0.3%
VNA
843
Valley National Advisers
Pennsylvania
$1.58M +$16.4K +334 +1%
HBT
844
Hills Bank & Trust
Iowa
$1.58M -$86K -1,751 -5%
First Manhattan
845
First Manhattan
New York
$1.58M +$773K +15,745 +86%
OIA
846
OneDigital Investment Advisors
Kansas
$1.57M -$356K -7,261 -18%
BFA
847
Bragg Financial Advisors
North Carolina
$1.57M -$118K -2,397 -7%
LJAC
848
L.J. Altfest & Co
New York
$1.57M -$199K -4,053 -11%
NHC
849
Nicholas Hoffman & Company
Georgia
$1.57M +$132K +2,682 +9%
I
850
InceptionR
California
$1.56M +$1.66M +33,801 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.