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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
OC
1126
Opinicus Capital
Florida
$895K +$119K +2,426 +14%
SCM
1127
Stonebridge Capital Management
California
$894K -$29.5K -600 -3%
MWM
1128
Modern Wealth Management
Kansas
$893K +$42.7K +869 +5%
EA
1129
Emerald Advisors
Washington
$893K +$147K +2,995 +18%
FBT
1130
First Bankers Trust
Kentucky
$887K +$30.3K +618 +3%
ACM
1131
Aljian Capital Management
Nevada
$886K -$85.2K -1,735 -8%
PK
1132
Pflug Koory
Nebraska
$885K
WB
1133
Webster Bank
Connecticut
$885K -$22.3K -455 -2%
FG
1134
Fiduciary Group
Georgia
$882K -$64.3K -1,309 -6%
TC
1135
TownSquare Capital
Utah
$881K -$11.9M -243,151 -93%
BLC
1136
Brown, Lisle/Cummings
Rhode Island
$880K +$111K +2,262 +14%
FWM
1137
Forza Wealth Management
Florida
$878K -$49.2K -1,002 -5%
MJRIC
1138
Mogy Joel R Investment Counsel
California
$877K
A
1139
AlphaQuest
New York
$877K +$703K +14,325 +310%
CFMC
1140
Curbstone Financial Management Corp
New Hampshire
$876K -$148K -3,012 -14%
MFS
1141
Miller Financial Services
Michigan
$875K +$78.3K +1,595 +9%
HIP
1142
HUB Investment Partners
Texas
$875K +$128K +2,612 +16%
PWG
1143
Portside Wealth Group
Utah
$873K -$1.08K -22 -0.1%
ACM
1144
Adalta Capital Management
New York
$869K +$2.45K +50 +0.3%
IF
1145
Intrua Financial
Texas
$867K -$190K -3,878 -17%
LNB
1146
Ledyard National Bank
$864K -$216K -4,396 -19%
WA
1147
Wealth Alliance
New York
$863K -$1.13M -23,050 -55%
WDA
1148
Wendell David Associates
New Hampshire
$862K -$49.7K -1,013 -5%
PCMK
1149
Paragon Capital Management (Kansas)
Kansas
$856K +$24.7K +503 +3%
CL
1150
COWA LLC
Oklahoma
$855K +$25.3K +515 +3%

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.