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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
TSWM
1226
Triangle Securities Wealth Management
North Carolina
$723K -$76.2K -1,552 -9%
PIM
1227
Penobscot Investment Management
Massachusetts
$723K +$6.18K +126 +0.8%
AC
1228
Avestar Capital
New York
$714K -$64.2K -1,308 -8%
CPIA
1229
Cornell Pochily Investment Advisors
New York
$710K +$7.36K +150 +1%
FIM
1230
Freedom Investment Management
Connecticut
$709K +$3.88K +79 +0.5%
ST
1231
Spinnaker Trust
Maine
$709K
GS
1232
GTS Securities
New York
$709K -$915K -18,644 -55%
PBC
1233
Pavion Blue Capital
California
$705K
BOH
1234
Bank of Hawaii
Hawaii
$705K -$81.6K -1,662 -10%
WAM
1235
WealthTrust Asset Management
Florida
$702K +$25.9K +527 +4%
SF
1236
Slagle Financial
Illinois
$701K +$31.2K +636 +4%
BHBT
1237
Burke & Herbert Bank & Trust
Virginia
$700K
CIAS
1238
Capital Investment Advisory Services
North Carolina
$698K +$8.44K +172 +1%
NAS
1239
Nicolet Advisory Services
Wisconsin
$698K -$46.2K -941 -6%
VHAM
1240
Van Hulzen Asset Management
California
$696K +$44.7K +910 +6%
MMPW
1241
Mitchell McLeod Pugh & Williams
Alabama
$695K +$30.1K +613 +4%
AWM
1242
Angeles Wealth Management
California
$694K +$69K +1,406 +10%
OFG
1243
OmniStar Financial Group
North Carolina
$693K +$89.6K +1,826 +14%
BF
1244
bLong Financial
Tennessee
$692K +$48.1K +979 +7%
RBFC
1245
Roman Butler Fullerton & Co
Missouri
$692K -$290K -5,899 -29%
AIM
1246
Athena Investment Management
California
$690K
MYAM
1247
Meiji Yasuda Asset Management
Japan
$690K -$1.04M -21,125 -59%
WPC
1248
Wedmont Private Capital
Pennsylvania
$688K +$151K +3,074 +27%
PEA
1249
Park Edge Advisors
Ohio
$684K
AI
1250
Accredited Investors
Minnesota
$683K +$147 +3 +0%

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.