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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
CFA
1151
Capstone Financial Advisors
Illinois
$848K +$28.3K +577 +3%
LCM
1152
Lazari Capital Management
California
$846K -$8.2K -167 -0.9%
NCM
1153
Neumann Capital Management
California
$846K
GIM
1154
Generali Investments Management
Slovenia
$846K -$504K -10,268 -36%
HWAM
1155
Hennion & Walsh Asset Management
New Jersey
$845K +$43.6K +888 +5%
HDIM
1156
Hanson & Doremus Investment Management
Vermont
$842K -$34.8K -709 -4%
KA
1157
Kovack Advisors
Florida
$840K -$93.9K -1,913 -10%
DFA
1158
Delta Financial Advisors
Louisiana
$838K -$34.4K -701 -4%
UBV
1159
United Bank (Virginia)
Virginia
$838K -$49.1K -1,000 -5%
SFS
1160
Stiles Financial Services
Minnesota
$837K -$124K -2,527 -12%
APW
1161
Aventura Private Wealth
Florida
$837K -$93.1K -1,896 -9%
SL
1162
Sentry LLC
Tennessee
$836K
HFM
1163
Hartford Financial Management
Connecticut
$835K -$76.6K -1,561 -8%
NDSI
1164
Newman Dignan & Sheerar Inc
Rhode Island
$834K +$1.91K +39 +0.2%
DFG
1165
Demars Financial Group
Washington
$833K -$46.5M -948,199 -98%
GIC
1166
Generali Investments CEE
Czech Republic
$829K
CCA
1167
Cypress Capital Advisors
Tennessee
$828K +$1.82K +37 +0.2%
DIP
1168
DT Investment Partners
Pennsylvania
$827K -$16.1K -327 -2%
PL
1169
Perpetual Ltd
Australia
$826K -$525K -10,700 -37%
PWMAG
1170
Pinnacle Wealth Management Advisory Group
New Jersey
$825K -$152K -3,095 -15%
PWMG
1171
Prestige Wealth Management Group
New Jersey
$824K -$515K -10,484 -37%
KCM
1172
Kerusso Capital Management
North Carolina
$824K -$1.5M -30,656 -63%
CBUSF
1173
Construction & Building Unions Superannuation Fund
Australia
$819K
CA
1174
CoreCap Advisors
Michigan
$819K -$58.9K -1,200 -6%
WAL
1175
W Advisors LLC
Tennessee
$818K -$37.5K -764 -4%

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.