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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
LWA
926
Lineweaver Wealth Advisors
Ohio
$1.36M +$251K +5,121 +21%
SAW
927
Signal Advisors Wealth
Michigan
$1.35M +$1.43M +29,158 New
KIM
928
Kestra Investment Management
Texas
$1.34M +$742K +15,109 +144%
SPA
929
Sherbrooke Park Advisers
New York
$1.34M +$1.42M +28,893 New
PWM
930
Partnership Wealth Management
Maryland
$1.33M +$25.7K +523 +2%
CCM
931
Coldstream Capital Management
Washington
$1.32M -$325K -6,625 -19%
IA
932
Icon Advisers
Colorado
$1.32M
PIMJS
933
PKO Investment Management Joint-Stock
Poland
$1.32M +$810K +16,500 +138%
CSA
934
Cornerstone Select Advisors
Missouri
$1.32M -$33.7K -686 -2%
CD
935
Chapin Davis
Maryland
$1.32M -$62.6K -1,276 -4%
FBT
936
First Bank & Trust
South Dakota
$1.31M -$1.79M -36,386 -56%
Jennison Associates
937
Jennison Associates
New York
$1.31M -$256M -5,212,630 -99%
PCS
938
Personal CFO Solutions
New Jersey
$1.3M -$245K -4,996 -15%
DCM
939
Dudley Capital Management
Virginia
$1.3M
LGF
940
LGT Group Foundation
Liechtenstein
$1.3M -$126K -2,561 -8%
CIC
941
Carnegie Investment Counsel
Ohio
$1.29M -$266K -5,429 -16%
LTAS
942
Linden Thomas Advisory Services
North Carolina
$1.29M +$51.8K +1,056 +4%
LCGC
943
Legacy Capital Group California
California
$1.29M +$672K +13,699 +97%
PCIA
944
Prime Capital Investment Advisors
Kansas
$1.29M -$604K -12,306 -31%
Koshinski Asset Management
945
Koshinski Asset Management
Illinois
$1.28M +$85.4K +1,739 +7%
NP
946
NorthRock Partners
Minnesota
$1.28M -$52K -1,059 -4%
FNBTCON
947
First National Bank & Trust Co of Newtown
Pennsylvania
$1.27M
LWA
948
Lantern Wealth Advisors
New York
$1.27M +$1.35M +27,486 New
MFG
949
MidWestOne Financial Group
Iowa
$1.27M -$7.56K -154 -0.6%
CFO
950
Callan Family Office
Pennsylvania
$1.27M +$943K +19,203 +236%

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.