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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
JAG
1176
Journey Advisory Group
Kentucky
$818K -$11.5K -235 -1%
WE
1177
Wealth Effects
Massachusetts
$817K -$6.14K -125 -0.7%
PAM
1178
Palisade Asset Management
Minnesota
$814K -$128K -2,600 -13%
CPIG
1179
Chicago Partners Investment Group
Illinois
$814K -$2.06K -42 -0.3%
TCMG
1180
TSP Capital Management Group
New Jersey
$814K -$863K -17,575 Closed
RMCM
1181
Reynders McVeigh Capital Management
Massachusetts
$813K +$3.58K +73 +0.4%
HCP
1182
Hexagon Capital Partners
Arkansas
$810K -$16.3K -332 -2%
SFM
1183
Sphera Funds Management
Israel
$810K -$123K -2,500 -13%
HAIM
1184
Hunter Associates Investment Management
Pennsylvania
$800K -$56.3K -1,146 -6%
WAAG
1185
Wealth Alliance Advisory Group
Kansas
$798K +$31.4K +640 +4%
TNB
1186
Thomasville National Bank
Georgia
$796K -$85.5K -1,742 -9%
JWM
1187
Jeppson Wealth Management
California
$795K +$117K +2,376 +16%
SN
1188
Sittner & Nelson
Oregon
$792K +$17.9K +365 +2%
HAM
1189
Hedges Asset Management
Nevada
$792K -$918K -18,700 -52%
B
1190
Birchbrook
Maine
$790K +$2.36K +48 +0.3%
GWM
1191
Gibbs Wealth Management
Georgia
$788K +$151K +3,078 +22%
WPC
1192
White Pine Capital
Minnesota
$787K -$8.84K -180 -1%
AIS
1193
AM Investment Strategies
Tennessee
$782K -$3.39M -69,156 -80%
BC
1194
Barnett & Company
Tennessee
$778K +$825K +16,810 New
MA
1195
MONECO Advisors
Connecticut
$777K -$23.1K -470 -3%
IIM
1196
Ipswich Investment Management
Massachusetts
$774K
ESB
1197
Essex Savings Bank
Connecticut
$772K -$40.7K -830 -5%
ACI
1198
Alpha Cubed Investments
California
$770K +$53.1K +1,082 +7%
CPCM
1199
Cardinal Point Capital Management
Ontario, Canada
$769K -$2.45K -50 -0.3%
LIM
1200
Letson Investment Management
Georgia
$763K

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.