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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
CWM
901
Cornerstone Wealth Management
Missouri
$1.41M +$221K +4,494 +17%
HIM
902
Harbour Investment Management
Washington
$1.4M +$35.2K +718 +2%
GRP
903
Global Retirement Partners
California
$1.4M +$1.49M +30,315 New
DAS
904
Dynamic Advisor Solutions
Arizona
$1.4M -$10.4K -211 -0.7%
P
905
Pitcairn
Pennsylvania
$1.4M -$1.28M -26,174 -46%
NAM
906
NTV Asset Management
West Virginia
$1.4M -$63.8K -1,300 -4%
VCA
907
Verdence Capital Advisors
Maryland
$1.4M -$1.5M -30,642 -50%
RG
908
Rathbones Group
United Kingdom
$1.4M -$30.9K -630 -2%
1SB
909
1ST Source Bank
Indiana
$1.39M -$982 -20 -0.1%
MFIM
910
Mesirow Financial Investment Management
Illinois
$1.39M -$763K -15,539 -34%
MCM
911
Mork Capital Management
California
$1.39M
AOWM
912
Alpha Omega Wealth Management
Virginia
$1.39M -$9.33K -190 -0.6%
HP
913
Hikari Power
Japan
$1.38M
CIA
914
Cladis Investment Advisory
Montana
$1.38M +$98.2K +2,000 +7%
AA
915
Ancora Advisors
Ohio
$1.38M -$64K -1,304 -4%
EB
916
Exchange Bank
California
$1.37M -$12.3K -250 -0.8%
HIA
917
Harvest Investment Advisors
Florida
$1.37M +$16.2K +330 +1%
BPCE
918
Bank Pictet & Cie (Europe)
Germany
$1.37M -$9.91M -201,895 -87%
NERM
919
New England Research & Management
Illinois
$1.37M -$34.4K -700 -2%
BFM
920
Boothbay Fund Management
New York
$1.37M +$992K +20,214 +216%
OBAM
921
ODDO BHF Asset Management
France
$1.37M -$102K -2,085 -7%
MIM
922
Marco Investment Management
Georgia
$1.36M -$63.2K -1,287 -4%
HI
923
Harbour Investments
Wisconsin
$1.36M -$43.8K -892 -3%
DF
924
Donoghue Forlines
Massachusetts
$1.36M +$248K +5,049 +21%
PA
925
Parallel Advisors
California
$1.36M -$294K -5,989 -17%

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.