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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
HCM
1026
Howard Capital Management
Georgia
$1.07M +$225K +4,585 +25%
BAM
1027
Boyar Asset Management
New York
$1.07M -$89.7K -1,828 -7%
BPWM
1028
Badgley Phelps Wealth Managers
Washington
$1.07M -$36.3K -740 -3%
SIG
1029
Stonegate Investment Group
Alabama
$1.07M -$240K -4,884 -17%
CWP
1030
Concord Wealth Partners
Virginia
$1.07M +$254K +5,182 +29%
CAMV
1031
Concord Asset Management (Virginia)
Virginia
$1.07M +$370K +7,532 +48%
BWM
1032
BigSur Wealth Management
Florida
$1.06M -$49.1K -1,000 -4%
RWM
1033
Ritholtz Wealth Management
New York
$1.06M -$688K -14,008 -38%
CLA
1034
Carnegie Lake Advisors
New Jersey
$1.06M -$46.2K -942 -4%
WWM
1035
Western Wealth Management
Colorado
$1.05M +$143K +2,923 +15%
TT
1036
TI-Trust
Illinois
$1.05M
MOS
1037
MGO One Seven
Ohio
$1.05M -$114K -2,328 -9%
MIC
1038
Means Investment Company
Maine
$1.05M -$133K -2,709 -11%
BTI
1039
Blue Trust Inc
Georgia
$1.04M -$63.2K -1,287 -5%
AC
1040
AlphaCore Capital
California
$1.04M +$170K +3,459 +18%
CAM
1041
Cidel Asset Management
Ontario, Canada
$1.04M +$32.7K +666 +3%
SIC
1042
Salem Investment Counselors
North Carolina
$1.04M -$402K -8,194 -27%
PCA
1043
Pallas Capital Advisors
Massachusetts
$1.04M -$187K -3,802 -14%
BMC
1044
Beaton Management Company
Massachusetts
$1.04M -$4.91K -100 -0.4%
SC
1045
Schulhoff & Co
Ohio
$1.04M
IFWM
1046
Institute for Wealth Management
Colorado
$1.04M -$7.17K -146 -0.6%
LIA
1047
LS Investment Advisors
Michigan
$1.04M +$263K +5,350 +31%
PWAM
1048
Private Wealth Asset Management
Iowa
$1.04M -$12.5K -255 -1%
SIG
1049
Sky Investment Group
Connecticut
$1.03M +$49.1K +1,000 +5%
SIG
1050
Sargent Investment Group
Maryland
$1.03M +$160K +3,260 +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.