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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
BCA
1426
Bay Colony Advisors
Massachusetts
$482K -$1.13K -23 -0.2%
GFG
1427
Goldstone Financial Group
Illinois
$482K +$284K +5,781 +129%
RSWM
1428
Robertson Stephens Wealth Management
California
$481K +$59.2K +1,205 +13%
WP
1429
Westmount Partners
California
$481K +$540 +11 +0.1%
FNB
1430
Farmers National Bank
Kentucky
$480K
CP
1431
Clarendon Private
Massachusetts
$479K -$89.7K -1,828 -15%
WG
1432
Welch Group
Alabama
$478K +$5.3K +108 +1%
VH
1433
Visionary Horizons
Tennessee
$476K -$6.87K -140 -1%
MFG
1434
Magnus Financial Group
New York
$474K +$133K +2,703 +36%
LSA
1435
Lansing Street Advisors
Pennsylvania
$473K -$167K -3,403 -25%
IAG
1436
Ipsen Advisor Group
Arkansas
$473K +$37.7K +767 +8%
LWAM
1437
Legacy Wealth Asset Management
Minnesota
$472K +$8.35K +170 +2%
BFO
1438
Biltmore Family Office
North Carolina
$472K
SAM
1439
Secure Asset Management
Michigan
$472K -$15.9K -323 -3%
WP
1440
WealthShield Partners
North Carolina
$471K -$28.5K -580 -5%
IBOK
1441
Independence Bank of Kentucky
Kentucky
$471K -$16.2K -331 -3%
ACM
1442
Aurdan Capital Management
Pennsylvania
$470K
AA
1443
Alta Advisers
United Kingdom
$470K
TTIC
1444
Tower Trust & Investment Company
Iowa
$469K +$13.3K +270 +3%
BCB
1445
Brian C. Broderick
$468K
GSWA
1446
Good Steward Wealth Advisors
Tennessee
$466K -$435K -8,855 -47%
6F
1447
626 Financial
Michigan
$466K -$7.56K -154 -2%
WFM
1448
Wolff Financial Management
Michigan
$465K +$5.15K +105 +1%
FIC
1449
FCG Investment Company
Tennessee
$464K -$26K -530 -5%
AWM
1450
Arista Wealth Management
Nevada
$463K +$491K +10,004 New

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.