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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
AIM
1401
Anchor Investment Management
South Carolina
$507K -$73K -1,487 -12%
NSAM
1402
North Star Asset Management
Wisconsin
$506K +$66.6K +1,356 +14%
CC
1403
Centiva Capital
New York
$503K +$533K +10,859 New
WFI
1404
West Family Investments
California
$503K +$234K +4,766 +78%
UOTTAIMCU
1405
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$502K +$532K +10,845 New
FFBTD
1406
First Financial Bank - Trust Division
Ohio
$501K -$17.2K -351 -3%
PL
1407
Plancorp LLC
Missouri
$500K -$48.5K -988 -8%
SFS
1408
Solitude Financial Services
Virginia
$500K -$24.5K -500 -4%
SAM
1409
Sectoral Asset Management
Quebec, Canada
$500K -$427K -8,700 -45%
BC
1410
Burney Company
Virginia
$500K -$77.4K -1,576 -13%
AMIM
1411
Aull & Monroe Investment Management
Alabama
$497K -$29.5K -600 -5%
MMHP
1412
Murphy Middleton Hinkle & Parker
Georgia
$497K
WAG
1413
Wallace Advisory Group
California
$496K +$4.76K +97 +1%
IQI
1414
Integrated Quantitative Investments
Washington
$495K +$525K +10,690 New
HWA
1415
HCR Wealth Advisors
California
$494K +$22.5K +458 +4%
CPA
1416
Court Place Advisors
Maryland
$494K -$32.4K -661 -6%
BFA
1417
Beaumont Financial Advisors
Massachusetts
$493K -$41.4K -843 -7%
ABWM
1418
Alpine Bank Wealth Management
Colorado
$492K -$23.2K -472 -4%
SC
1419
Steph & Co
Wisconsin
$492K -$5.84K -119 -1%
BFA
1420
Bill Few Associates
Pennsylvania
$490K +$31.1K +633 +6%
CB
1421
Centennial Bank
Arkansas
$489K -$10.6K -215 -2%
BIA
1422
Beacon Investment Advisors
Maryland
$487K +$442 +9 +0.1%
CCIA
1423
Cherry Creek Investment Advisors
Colorado
$484K +$4.12K +84 +0.8%
PCM
1424
Perkins Capital Management
Minnesota
$483K -$113K -2,300 -18%
EFM
1425
E Fund Management
China
$482K +$13.1K +267 +3%

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.