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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
FB
1251
Fulton Bank
Pennsylvania
$681K -$2M -40,783 -73%
MSR
1252
Main Street Research
Connecticut
$676K -$80.7K -1,643 -10%
HI
1253
Harper Investing
California
$676K +$717K +14,601 New
DIP
1254
Davis Investment Partners
North Carolina
$675K -$148K -3,022 -18%
FFM
1255
Forum Financial Management
Illinois
$674K -$205K -4,166 -22%
FFO
1256
Fiduciary Family Office
Florida
$666K -$355K -7,222 -33%
CCM
1257
Cohen Capital Management
California
$664K
HIM
1258
Hillsdale Investment Management
Ontario, Canada
$664K -$14.7K -300 -2%
LGA
1259
Lebenthal Global Advisors
New York
$664K +$26.7K +544 +4%
DMBA
1260
Deseret Mutual Benefit Administrators
Utah
$663K
MWPCG
1261
Measured Wealth Private Client Group
New Hampshire
$661K -$293K -5,979 -30%
WT
1262
Washington Trust
Rhode Island
$658K -$11K -224 -2%
NICM
1263
Neo Ivy Capital Management
New York
$657K +$696K +14,187 New
SWP
1264
Sagespring Wealth Partners
Tennessee
$655K -$364K -7,419 -34%
BIM
1265
Baldwin Investment Management
Pennsylvania
$654K +$344 +7 +0%
1IA
1266
1620 Investment Advisors
Massachusetts
$653K +$14.4K +294 +2%
RWMG
1267
Redwood Wealth Management Group
New Jersey
$650K +$4.96K +101 +0.7%
AIA
1268
Affinity Investment Advisors
California
$649K -$23.1K -470 -3%
GPA
1269
Garrison Point Advisors
California
$648K -$124K -2,525 -15%
BIM
1270
Bridges Investment Management
Nebraska
$648K +$3.93K +80 +0.6%
KMWM
1271
Keudell/Morrison Wealth Management
Oregon
$648K -$277K -5,643 -29%
LA
1272
Lynch & Associates
Indiana
$647K -$2.7K -55 -0.4%
PWP
1273
Private Wealth Partners
California
$646K
GLA
1274
Good Life Advisors
Pennsylvania
$643K -$3.1M -63,232 -82%
KC
1275
Knuff & Co
California
$641K -$83K -1,690 -11%

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.