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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
MLL
1451
Moody Lynn & Lieberson
Massachusetts
$463K -$16.3M -331,792 -97%
AWA
1452
Alta Wealth Advisors
Massachusetts
$462K -$401K -8,172 -45%
NHT
1453
New Hampshire Trust
New Hampshire
$461K -$8.25K -168 -2%
BWM
1454
BankPlus Wealth Management
Mississippi
$459K +$22.9K +466 +5%
RF
1455
RHS Financial
California
$459K +$487K +9,917 New
SW
1456
Simplicity Wealth
New Jersey
$459K +$273K +5,556 +128%
CCA
1457
Checchi Capital Advisers
California
$457K -$159K -3,234 -25%
LCM
1458
LCM Capital Management
Illinois
$457K +$1.13K +23 +0.2%
AC
1459
Apella Capital
Connecticut
$457K +$23K +468 +5%
AWA
1460
Arete Wealth Advisors
Illinois
$457K +$19.4K +396 +4%
VCP
1461
Verus Capital Partners
Arizona
$454K +$166K +3,389 +53%
PPA
1462
Pacific Point Advisors
California
$454K
GS
1463
GWN Securities
Florida
$453K -$3.23M -65,854 -87%
LCM
1464
Landscape Capital Management
New Jersey
$452K +$479K +9,760 New
FFC
1465
First Financial Corp
Indiana
$451K
LPT
1466
Legacy Private Trust
Wisconsin
$450K -$54K -1,100 -10%
SCM
1467
Stevens Capital Management
Pennsylvania
$449K +$476K +9,705 New
LWP
1468
LeClair Wealth Partners
Ohio
$448K -$638 -13 -0.1%
ONSWM
1469
Old North State Wealth Management
North Carolina
$447K +$18.3K +372 +4%
CIC
1470
Chilton Investment Company
Connecticut
$447K -$159K -3,229 -25%
BB
1471
Berkshire Bank
Massachusetts
$446K -$15K -306 -3%
FSA
1472
Fort Sheridan Advisors
Illinois
$446K -$72.1K -1,468 -13%
IAMOG
1473
Investors Asset Management of Georgia
Georgia
$444K +$58.4K +1,190 +14%
AHL
1474
Abel Hall LLC
Louisiana
$444K -$330K -6,727 -41%
ACP
1475
Argyle Capital Partners
California
$444K -$185K -3,764 -28%

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.