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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
CIAS
1351
CFS Investment Advisory Services
New Jersey
$565K -$655K -13,350 -52%
UWS
1352
Unique Wealth Strategies
Illinois
$565K +$599K +12,196 New
CF
1353
Centaurus Financial
California
$563K +$2.4K +49 +0.4%
NPA
1354
Nichols & Pratt Advisers
Massachusetts
$562K
SG
1355
StoneX Group
New York
$562K -$215K -4,377 -27%
ITIM
1356
Indiana Trust & Investment Management
Indiana
$559K +$23.4K +476 +4%
FNFDCM
1357
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$558K -$36K -733 -6%
FCB
1358
First County Bank
Connecticut
$556K -$260K -5,291 -31%
WPC
1359
Waters Parkerson & Co
Louisiana
$556K
WIC
1360
Woodmont Investment Counsel
Tennessee
$554K -$55.9K -1,138 -9%
NL
1361
NWAM LLC
Washington
$553K -$385K -7,838 -38%
WPW
1362
Waldron Private Wealth
Pennsylvania
$553K -$20.2K -412 -3%
AWM
1363
Adams Wealth Management
Utah
$551K +$585K +11,914 New
CI
1364
CacheTech Inc
Utah
$551K +$585K +11,914 New
BBI
1365
Baxter Bros Inc
Connecticut
$551K -$16.4K -334 -3%
KWM
1366
Keebeck Wealth Management
Illinois
$551K -$15.8K -322 -3%
IF
1367
Ironwood Financial
Arizona
$551K
BWA
1368
Beam Wealth Advisors
Louisiana
$550K -$13.4K -273 -2%
BBA
1369
Baader Bank Aktiengesellschaft
Germany
$549K +$341K +6,951 +101%
GD
1370
Grandfield & Dodd
New York
$548K -$25.3K -515 -4%
HNWAG
1371
High Net Worth Advisory Group
Florida
$548K -$267K -5,435 -31%
GM
1372
GeoWealth Management
Illinois
$547K +$10.2K +208 +2%
CCFCSB
1373
Cape Cod Five Cents Savings Bank
Massachusetts
$545K
AP
1374
Atwood & Palmer
Missouri
$543K -$24.8K -506 -4%
PCC
1375
Park Circle Company
Maryland
$542K

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.