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
QWP
1476
Quotient Wealth Partners
Texas
$442K -$136K -2,769 -22%
AFM
1477
Abbot Financial Management
Massachusetts
$442K +$4.91K +100 +1%
RC
1478
Rovin Capital
Arizona
$441K -$69.6K -1,418 -13%
GIM
1479
Guardian Investment Management
California
$440K -$17.2K -350 -4%
CT
1480
Coastline Trust
Rhode Island
$440K -$4.52K -92 -1%
NA
1481
Nautilus Advisors
California
$440K -$7.31K -149 -2%
IPAM
1482
Investment Partners Asset Management
New Jersey
$440K
IIC
1483
Integrated Investment Consultants
Michigan
$439K -$1.23K -25 -0.3%
JMFC
1484
J.M. Forbes & Co
Massachusetts
$439K
AAA
1485
American Alpha Advisors
New York
$439K +$50.2K +1,023 +12%
KFA
1486
Krane Funds Advisors
New York
$437K +$66.7K +1,359 +17%
PFA
1487
Pathway Financial Advisers
Indiana
$437K -$4.37K -89 -0.9%
WDG
1488
Wealth Dimensions Group
Ohio
$437K -$4.91K -100 -1%
MA
1489
McBroom & Associates
Nevada
$435K
AAP
1490
Arax Advisory Partners
Colorado
$435K +$181K +3,688 +74%
TBT
1491
Texas Bank & Trust
Texas
$434K -$5.99K -122 -1%
LAM
1492
Lewis Asset Management
California
$433K +$160K +3,267 +54%
OIS
1493
OneAscent Investment Solutions
Alabama
$432K +$211K +4,302 +86%
FFP
1494
FourThought Financial Partners
Florida
$432K -$192K -3,918 -30%
SSWM
1495
Smith Salley Wealth Management
North Carolina
$430K
BC
1496
Bayforest Capital
United Kingdom
$430K -$362K -7,377 -44%
FNBSF
1497
First National Bank Sioux Falls
South Dakota
$429K +$3.88K +79 +0.9%
RC
1498
Roundview Capital
New Jersey
$429K -$94.8K -1,932 -17%
KCM
1499
Kathmere Capital Management
Pennsylvania
$428K -$16K -326 -3%
CT
1500
Colonial Trust
South Carolina
$428K +$1.13K +23 +0.2%

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.