We are live on ! Find out more
BMY icon

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
EHC
1276
Everett Harris & Co
California
$639K +$56.1K +1,143 +9%
BIG
1277
Brooklyn Investment Group
New York
$639K +$18.7K +380 +3%
MCM
1278
Manchester Capital Management
Vermont
$639K +$147 +3 +0%
LWCFA
1279
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$639K -$17.4K -355 -3%
LCM
1280
LVM Capital Management
Michigan
$638K -$6.18K -126 -0.9%
KCM
1281
KRS Capital Management
Michigan
$638K -$43.2K -880 -6%
MIM
1282
Morningstar Investment Management
Illinois
$637K +$126K +2,573 +23%
GL
1283
Graypoint LLC
New York
$635K -$280K -5,700 -29%
SLWA
1284
San Luis Wealth Advisors
California
$634K -$113K -2,299 -14%
AWM
1285
Aries Wealth Management
Maine
$634K -$33.6K -685 -5%
PWAM
1286
Pinnacle West Asset Management
Wyoming
$633K -$2.45K -50 -0.4%
CAG
1287
Crestwood Advisors Group
Massachusetts
$633K -$94.1K -1,917 -12%
RWPA
1288
Richard W. Paul & Associates
Michigan
$625K +$101K +2,049 +18%
BTWM
1289
Brass Tax Wealth Management
Ohio
$624K -$52.7K -1,073 -7%
BTW
1290
Boston Trust Walden
Massachusetts
$621K +$9.82K +200 +2%
BCM
1291
BluePath Capital Management
Georgia
$620K +$658K +13,395 New
CAGAS
1292
Capital Advisory Group Advisory Services
Minnesota
$619K +$31.7K +646 +5%
CPW
1293
Cove Private Wealth
New York
$619K +$99.2K +2,020 +18%
OFS
1294
OneAscent Financial Services
Alabama
$618K -$568K -11,569 -47%
DAS
1295
Diversify Advisory Services
Utah
$618K +$145K +2,949 +29%
RA
1296
Ransom Advisory
Rhode Island
$617K -$24.5K -500 -4%
RIA
1297
Richwood Investment Advisors
Ohio
$616K +$11K +225 +2%
ACM
1298
AlphaStar Capital Management
North Carolina
$615K +$652K +13,291 New
CGIM
1299
Capital Group Investment Management
Singapore
$615K
SP
1300
Stonebrook Private
Michigan
$612K -$96.4K -1,964 -13%

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.