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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
PFS
1301
Physicians Financial Services
North Carolina
$611K
PWP
1302
Principle Wealth Partners
Connecticut
$610K -$40K -814 -6%
TWP
1303
Tempus Wealth Planning
California
$609K +$3.63K +74 +0.6%
FA
1304
Fiduciary Alliance
South Carolina
$609K +$437K +8,912 +210%
NWM
1305
Northcape Wealth Management
New York
$609K -$4.17K -85 -0.6%
UAG
1306
United Advisor Group
Ohio
$608K +$1.72K +35 +0.3%
MM
1307
Meridian Management
Arkansas
$608K -$10.8K -220 -2%
CWG
1308
Cornerstone Wealth Group
North Carolina
$608K -$8.59K -175 -1%
SFG
1309
Sovereign Financial Group
Connecticut
$605K -$35.2K -718 -5%
SFWA
1310
Summit Financial Wealth Advisors
Louisiana
$604K +$49K +998 +8%
CFG
1311
Cooper Financial Group
California
$603K -$138K -2,821 -18%
FFS
1312
Founders Financial Securities
Maryland
$602K +$21.7K +443 +4%
VRM
1313
Vectors Research Management
New York
$602K
SI
1314
Severin Investments
Missouri
$601K +$309K +6,302 +94%
FAM
1315
Formidable Asset Management
Ohio
$601K
CAL
1316
Capital Analysts LLC
Pennsylvania
$601K -$1.23K -25 -0.2%
FC
1317
Farringdon Capital
United Kingdom
$599K +$635K +12,942 New
AWE
1318
Avidian Wealth Enterprises
Texas
$597K +$110K +2,233 +21%
CW
1319
Code Waechter
Florida
$596K +$230K +4,692 +57%
YIA
1320
YHB Investment Advisors
Connecticut
$594K
FWA
1321
FSM Wealth Advisors
Ohio
$594K +$289K +5,897 +86%
DWM
1322
Diversify Wealth Management
Utah
$593K -$12.6K -257 -2%
TFS
1323
Thoroughbred Financial Services
Tennessee
$592K -$319K -6,507 -34%
HT
1324
Headlands Technologies
Illinois
$591K +$627K +12,777 New
MG
1325
Marex Group
$591K -$5.92M -120,684 -90%

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.