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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
PT
951
Plimoth Trust
Massachusetts
$1.26M -$12.8K -260 -0.9%
TBC
952
Ted Buchan & Co
California
$1.26M +$191K +3,888 +17%
SCTC
953
Sanibel Captiva Trust Company
Florida
$1.26M -$297K -6,047 -18%
LAM
954
LECAP Asset Management
United Kingdom
$1.26M +$1.33M +27,124 New
BFO
955
Boston Family Office
Massachusetts
$1.25M -$98 -2 -0%
IPW
956
Impact Partnership Wealth
Georgia
$1.25M +$634K +12,917 +91%
CA
957
Commerzbank Aktiengesellschaft
Germany
$1.25M +$665K +13,551 +100%
DMKJ
958
David M. Knott Jr
$1.25M +$393K +8,000 +42%
III
959
Independent Investors Inc
New York
$1.25M
SC
960
SouthState Corp
Florida
$1.25M -$82.5K -1,680 -6%
PA
961
Procyon Advisors
Connecticut
$1.24M -$75.1K -1,529 -5%
MPI
962
Mairs & Power Inc
Minnesota
$1.24M +$13.8K +282 +1%
RA
963
RFG Advisory
Alabama
$1.24M -$56.6K -1,153 -4%
NRG
964
Nemes Rush Group
Michigan
$1.24M -$14.4K -294 -1%
MAS
965
Meeder Advisory Services
Ohio
$1.23M -$495K -10,076 -27%
EOJOAM
966
E. Ohman J:or Asset Management
Sweden
$1.23M
HCM
967
Howland Capital Management
Massachusetts
$1.23M -$135K -2,760 -9%
BSB
968
Bangor Savings Bank
Maine
$1.23M -$18.7K -380 -1%
AIM
969
Acropolis Investment Management
Missouri
$1.22M -$458K -9,334 -26%
PTC
970
Philadelphia Trust Company
Pennsylvania
$1.22M -$1.23K -25 -0.1%
JIM
971
Jensen Investment Management
Oregon
$1.22M
IP
972
Intellectus Partners
California
$1.22M -$33.5K -682 -3%
GT
973
Greenleaf Trust
Michigan
$1.21M -$244K -4,976 -16%
FMWA
974
Forvis Mazars Wealth Advisors
Missouri
$1.2M -$10.3K -209 -0.8%
GLA
975
Great Lakes Advisors
Illinois
$1.2M -$2.2M -44,901 -63%

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.