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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
AMBIA
851
Allen Mooney & Barnes Investment Advisors
Georgia
$1.56M +$28.1K +573 +2%
PPWP
852
Premier Path Wealth Partners
New Jersey
$1.55M +$5.55K +113 +0.3%
DWT
853
Dorsey & Whitney Trust
South Dakota
$1.55M -$102K -2,074 -6%
PVM
854
Palogic Value Management
Texas
$1.55M +$6.14K +125 +0.4%
FWTB
855
First Western Trust Bank
Colorado
$1.55M -$22.2K -452 -1%
VCM
856
Viewpoint Capital Management
Washington
$1.54M -$23.7K -483 -1%
CCG
857
Ceeto Capital Group
Florida
$1.54M
PA
858
Profund Advisors
Maryland
$1.54M -$46.6K -950 -3%
SC
859
Stance Capital
Massachusetts
$1.54M -$450K -9,170 -22%
SLT
860
St Louis Trust
Missouri
$1.53M
LBC
861
Lowe Brockenbrough & Co
Virginia
$1.53M -$281K -5,720 -15%
CL
862
CSS LLC
Illinois
$1.53M +$292K +5,940 +22%
GVAG
863
Great Valley Advisor Group
Delaware
$1.52M -$119K -2,434 -7%
MWM
864
Mission Wealth Management
California
$1.51M -$55.3K -1,127 -3%
HI
865
Humankind Investments
New York
$1.51M +$326K +6,632 +26%
GCA
866
Greenwood Capital Associates
South Carolina
$1.51M -$74.2K -1,511 -4%
CIM
867
CIM Investment Management
Pennsylvania
$1.51M +$717K +14,611 +100%
LFG
868
Larson Financial Group
Missouri
$1.5M +$167K +3,398 +12%
EB
869
Eastern Bank
Massachusetts
$1.5M -$149K -3,031 -9%
TC
870
Trust Company
Kansas
$1.49M +$1.15M +23,365 +267%
KFS
871
Keynote Financial Services
Connecticut
$1.49M +$14.4K +293 +0.9%
WW
872
Waterfront Wealth
Kansas
$1.49M -$36K -734 -2%
IHL
873
Investment House LLC
California
$1.48M -$942K -19,186 -37%
RMC
874
Resources Management Corp
Connecticut
$1.48M -$136K -2,763 -8%
CNBT
875
Canandaigua National Bank & Trust
New York
$1.47M -$302K -6,151 -16%

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.