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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
CPBTD
1201
Central Pacific Bank - Trust Division
Hawaii
$763K -$28.3K -577 -3%
JFGIW
1202
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$762K -$85.2K -1,736 -10%
ZIC
1203
ZWJ Investment Counsel
Georgia
$762K -$62.1K -1,266 -7%
IFG
1204
Independent Financial Group
California
$761K -$249K -5,065 -24%
LS
1205
Livforsakringsbolaget Skandia
Sweden
$760K
MMG
1206
Monetary Management Group
Missouri
$759K -$24.5K -500 -3%
VST
1207
Van Strum & Towne
California
$759K
HCM
1208
Hengehold Capital Management
Ohio
$756K +$98 +2 +0%
OPTFSNA
1209
Old Point Trust & Financial Services N A
Virginia
$755K +$70.7K +1,440 +10%
AB
1210
Atlas Brown
Kentucky
$749K -$2.94K -60 -0.4%
CA
1211
Claro Advisors
Massachusetts
$748K -$313K -6,374 -28%
RDWM
1212
Red Door Wealth Management
Tennessee
$747K +$272K +5,549 +52%
FIM
1213
Fruth Investment Management
Texas
$746K
ONST
1214
Old North State Trust
North Carolina
$743K -$90.3K -1,840 -10%
MSAM
1215
Moloney Securities Asset Management
Missouri
$741K -$834 -17 -0.1%
1WA
1216
180 Wealth Advisors
Washington
$741K -$115K -2,339 -13%
EWA
1217
Exencial Wealth Advisors
Oklahoma
$741K
ST
1218
Smithfield Trust
Pennsylvania
$739K -$19.6K -400 -2%
OIA
1219
Optimum Investment Advisors
Illinois
$734K
FA
1220
Fountainhead AM
New Jersey
$730K +$7.9K +161 +1%
RSVP
1221
Ramsay Stattman Vela & Price
Colorado
$730K -$73.6K -1,500 -9%
MFS
1222
Mirabella Financial Services
United Kingdom
$729K -$5.91M -120,428 -88%
ACM
1223
Ardent Capital Management
Ohio
$727K
VCM
1224
Voleon Capital Management
California
$726K +$769K +15,674 New
FIA
1225
Foundations Investment Advisors
Arizona
$724K -$56.3K -1,147 -7%

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.