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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
TW
976
TritonPoint Wealth
Maryland
$1.2M -$90.1K -1,836 -7%
PFBT
977
Parkside Financial Bank & Trust
Missouri
$1.2M +$383K +7,803 +43%
SIC
978
SFE Investment Counsel
California
$1.2M -$587K -11,966 -32%
SSA
979
Schonfeld Strategic Advisors
New York
$1.2M +$1.27M +25,818 New
TFA
980
Transamerica Financial Advisors
Florida
$1.19M +$85.7K +1,745 +7%
CCG
981
Coastwise Capital Group
California
$1.19M +$78.3K +1,595 +7%
MWM
982
Modera Wealth Management
New Jersey
$1.19M -$31.4K -639 -2%
CNBTD
983
Citizens National Bank Trust Department
Mississippi
$1.19M -$4.91K -100 -0.4%
SIA
984
Sit Investment Associates
Minnesota
$1.19M +$1.26M +25,600 New
JIC
985
Joel Isaacson & Co
New York
$1.18M +$117K +2,386 +10%
CG
986
Corundum Group
Colorado
$1.18M +$6.87K +140 +0.6%
WQ
987
Wealth Quarterback
New Jersey
$1.18M +$373K +7,603 +43%
NSIM
988
North Star Investment Management
Illinois
$1.18M -$32.5K -662 -3%
GAM
989
Groupama Asset Management
France
$1.17M -$706K -14,373 -36%
WCBA
990
Weaver C. Barksdale & Associates
Tennessee
$1.17M -$13.6K -278 -1%
HT
991
Heritage Trust
Oklahoma
$1.17M
OIC
992
Orion Investment Company
Missouri
$1.17M -$196 -4 -0%
SMC
993
Smith, Moore & Co
Missouri
$1.17M -$61.9K -1,262 -5%
UBG
994
United Bank (Georgia)
Georgia
$1.16M +$161K +3,277 +15%
NCFG
995
New Century Financial Group
New Jersey
$1.16M +$1.23M +25,091 New
PP
996
Pingora Partners
Wyoming
$1.16M +$111K +2,270 +10%
LHC
997
Little House Capital
Massachusetts
$1.16M +$295K +6,009 +32%
EAM
998
EdenTree Asset Management
United Kingdom
$1.16M
SACTSONJ
999
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.16M
RFA
1000
RTD Financial Advisors
Pennsylvania
$1.15M +$176K +3,590 +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.