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
JSW
1376
Journey Strategic Wealth
New Jersey
$541K +$216K +4,397 +60%
VCS
1377
Vaughan & Co Securities
New Jersey
$541K -$1.08K -22 -0.2%
FAM
1378
Fulcrum Asset Management
United Kingdom
$539K +$572K +11,650 New
MMM
1379
Mendel Money Management
Illinois
$538K -$2.45K -50 -0.4%
KF
1380
Krilogy Financial
Missouri
$537K +$32K +651 +6%
AA
1381
Apriem Advisors
California
$536K +$3.19K +65 +0.6%
HIA
1382
Harbor Investment Advisory
Maryland
$533K -$40.8K -832 -7%
CA
1383
Callahan Advisors
Texas
$532K +$152K +3,095 +37%
JIP
1384
Jaffetilchin Investment Partners
Florida
$531K -$33K -672 -6%
WA
1385
WESPAC Advisors
California
$530K -$202K -4,116 -26%
ABTD
1386
Arvest Bank Trust Division
Oklahoma
$527K -$1.05M -21,403 -65%
CWS
1387
Confluence Wealth Services
Pennsylvania
$525K -$61.9K -1,260 -10%
RPCONE
1388
Retirement Planning Company of New England
Rhode Island
$519K -$13.3K -271 -2%
SRC
1389
Shufro Rose & Co
New York
$518K
ECM
1390
Estabrook Capital Management
New York
$517K -$10.6K -216 -2%
CC
1391
Chicago Capital
Illinois
$517K -$4.76K -97 -0.9%
FNT
1392
First Nebraska Trust
Nebraska
$516K
JWS
1393
Juncture Wealth Strategies
Arizona
$515K -$12.6K -256 -2%
EA
1394
Everpar Advisors
Oklahoma
$514K -$19.1K -389 -3%
TPA
1395
Trivium Point Advisory
Connecticut
$513K -$10.2K -208 -2%
PFA
1396
Pettinga Financial Advisors
Indiana
$512K
TPWA
1397
TRUE Private Wealth Advisors
Oregon
$511K +$72.5K +1,477 +15%
WIM
1398
WealthPlan Investment Management
Nebraska
$509K +$205K +4,167 +61%
FWM
1399
Finer Wealth Management
Massachusetts
$509K -$101K -2,049 -16%
MWA
1400
Midland Wealth Advisors
Illinois
$507K -$105K -2,142 -16%

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.