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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
LDB
876
Lee, Danner & Bass
Tennessee
$1.47M
JWBC
877
J.W. Burns & Co
New York
$1.47M -$46.6K -950 -3%
EM
878
Excalibur Management
Massachusetts
$1.47M -$51.1K -1,041 -3%
PIWA
879
Prevail Innovative Wealth Advisors
Kansas
$1.47M +$1.55M +31,658 New
Wolverine Trading
880
Wolverine Trading
Illinois
$1.46M +$1.55M +31,584 New
BFG
881
Bleakley Financial Group
New Jersey
$1.46M -$2.77M -56,406 -64%
VFA
882
Valeo Financial Advisors
Indiana
$1.46M -$1.11M -22,573 -42%
IA
883
IFP Advisors
Florida
$1.45M +$240K +4,894 +18%
FHA
884
Flagship Harbor Advisors
Massachusetts
$1.45M +$10.5K +214 +0.7%
SLA
885
Silver Lake Advisory
Utah
$1.45M +$50.3K +1,024 +3%
MVA
886
Mount Vernon Associates
Maryland
$1.44M +$14.7K +300 +1%
FPAS
887
Focus Partners Advisor Solutions
Missouri
$1.44M +$92.2K +1,879 +6%
IIL
888
Insight Inv LLC
California
$1.44M -$37.8K -770 -2%
PAM
889
Paradigm Asset Management
New York
$1.44M -$412K -8,400 -21%
PHS
890
Pekin Hardy Strauss
Illinois
$1.43M +$26.5K +540 +2%
KWM
891
Kingsview Wealth Management
Oregon
$1.43M -$2.95M -60,166 -66%
TG
892
TCW Group
California
$1.43M +$31.5K +642 +2%
QI
893
Qtron Investments
Massachusetts
$1.43M
PTC
894
Private Trust Company
Ohio
$1.42M -$55.9K -1,139 -4%
FNBT
895
FineMark National Bank & Trust
Florida
$1.42M -$174K -3,539 -10%
PWA
896
Providence Wealth Advisors
Illinois
$1.42M -$63.7K -1,297 -4%
CI
897
Cherokee Insurance
Michigan
$1.42M
SFG
898
SevenBridge Financial Group
Pennsylvania
$1.41M -$306K -6,240 -17%
GSB
899
Greenfield Savings Bank
Massachusetts
$1.41M +$89.2K +1,817 +6%
PI
900
Pettee Investors
Connecticut
$1.41M -$486K -9,897 -25%

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.