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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
ORC
1526
O'Rourke & Company
Massachusetts
$408K +$3.78K +77 +0.9%
PFW
1527
Petros Family Wealth
Minnesota
$408K -$40.2K -819 -9%
AIM
1528
Alhambra Investment Management
Florida
$407K +$90.8K +1,849 +27%
MEAC
1529
M.E. Allison & Co
Texas
$406K +$66.2K +1,348 +18%
IRC
1530
Investors Research Corp
Georgia
$405K
MM
1531
MQS Management
New York
$405K +$430K +8,752 New
CIC
1532
Crawford Investment Counsel
Georgia
$405K -$31.8K -647 -7%
NRD
1533
Nebula Research & Development
New York
$405K +$429K +8,742 New
CFO
1534
CVA Family Office
Colorado
$404K -$36K -733 -8%
SCM
1535
SOL Capital Management
Maryland
$404K
LRPA
1536
L. Roy Papp & Associates
Arizona
$402K
PIA
1537
Powell Investment Advisors
Florida
$401K
APC
1538
Aspire Private Capital
North Carolina
$400K -$6.23K -127 -1%
DBIA
1539
Dumont & Blake Investment Advisors
New Jersey
$399K -$9.96K -203 -2%
CC
1540
Commons Capital
Massachusetts
$399K +$2.75K +56 +0.7%
SFC
1541
SYM Financial Corp
Indiana
$397K -$15.1K -307 -3%
CWP
1542
Cyndeo Wealth Partners
Florida
$396K -$47.6K -969 -10%
MTC
1543
McDaniel Terry & Co
Texas
$396K -$8.35K -170 -2%
BST
1544
Bath Savings Trust
Maine
$396K
QFW
1545
QTR Family Wealth
Florida
$395K +$93.8K +1,911 +29%
MCWA
1546
Meadow Creek Wealth Advisors
Georgia
$395K -$638 -13 -0.2%
CFGW
1547
Chancellor Financial Group WB
Pennsylvania
$392K +$101K +2,050 +32%
MFA
1548
Mayflower Financial Advisors
Massachusetts
$391K -$368K -7,496 -47%
PCM
1549
Perritt Capital Management
Illinois
$390K -$9.82K -200 -2%
B
1550
Bailard
California
$390K +$62.1K +1,266 +18%

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.