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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
OBWG
1326
Onyx Bridge Wealth Group
New York
$589K -$11.1K -226 -2%
SMA
1327
Sage Mountain Advisors
Georgia
$587K +$205K +4,180 +49%
RS
1328
R Squared
Hong Kong
$585K +$621K +12,644 New
CAI
1329
Capital Advisors Inc
Oklahoma
$583K +$12.7K +258 +2%
IP
1330
Investment Partners
Ohio
$583K -$90.7K -1,847 -13%
QWM
1331
Quadcap Wealth Management
Texas
$582K -$37.9K -773 -6%
GIM
1332
Gold Investment Management
Alberta, Canada
$582K
QPWM
1333
Quadrant Private Wealth Management
Pennsylvania
$582K -$60.7K -1,236 -9%
OWP
1334
Obermeyer Wealth Partners
Colorado
$580K -$27.4K -559 -4%
PFA
1335
Pure Financial Advisors
California
$576K +$160K +3,263 +36%
DTC
1336
Davidson Trust Company
Washington
$576K -$79.9K -1,628 -12%
SAG
1337
SageView Advisory Group
California
$574K -$19.9K -406 -3%
SC
1338
Syon Capital
California
$574K -$227K -4,622 -27%
TCM
1339
Triumph Capital Management
Colorado
$574K -$679K -13,828 -53%
LSA
1340
Lion Street Advisors
Texas
$573K -$5.74K -117 -0.9%
TSW
1341
Thompson Siegel & Walmsley
Virginia
$572K
FCM
1342
Fieldview Capital Management
Michigan
$572K -$2.87M -58,381 -83%
SB
1343
Strategic Blueprint
Georgia
$571K +$4.52K +92 +0.8%
HL
1344
HeadInvest LLC
Maine
$571K -$33.9K -690 -5%
SFM
1345
Signet Financial Management
New Jersey
$570K +$2.5K +51 +0.4%
PMA
1346
Prudent Man Advisors
Illinois
$570K -$13.8K -282 -2%
UCI
1347
Uncommon Cents Investing
Wisconsin
$569K -$10.3K -210 -2%
CCWA
1348
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$568K +$603K +12,274 New
CHC
1349
City Holding Co
West Virginia
$568K -$54.7K -1,114 -8%
VCAM
1350
Van Cleef Asset Management
Ohio
$567K -$70.6K -1,439 -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.