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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
KIC
1551
Keating Investment Counselors
Florida
$390K -$147K -3,000 -26%
GEA
1552
Glen Eagle Advisors
New Jersey
$389K -$88K -1,792 -18%
OAM
1553
Occidental Asset Management
California
$389K -$1.72K -35 -0.4%
SWM
1554
Sterling Wealth Management
Illinois
$388K +$412K +8,392 New
CFSG
1555
Clark Financial Services Group
Missouri
$386K +$4.22K +86 +1%
GWM
1556
Graybill Wealth Management
Illinois
$385K -$12.3K -250 -3%
MSS
1557
Mitchell Sinkler & Starr
Pennsylvania
$384K -$23.8K -485 -6%
CIA
1558
Cohen Investment Advisors
New Hampshire
$384K -$24.1K -490 -6%
BOPW
1559
Brandywine Oak Private Wealth
Pennsylvania
$383K -$6.97K -142 -2%
IA
1560
Integrity Alliance
Iowa
$383K -$422K -8,601 -51%
AWA
1561
Acorn Wealth Advisors
Michigan
$382K +$2.5K +51 +0.6%
PWM
1562
Palacios Wealth Management
Florida
$382K +$21.4K +435 +6%
NSB
1563
Norway Savings Bank
Maine
$382K -$21.1K -430 -5%
AWM
1564
Accredited Wealth Management
Kentucky
$381K
WAM
1565
Walker Asset Management
Missouri
$379K +$6.38K +130 +2%
AAS
1566
Ameritas Advisory Services
Nebraska
$378K -$289K -5,891 -42%
HNB
1567
Hilltop National Bank
Wyoming
$376K +$399K +8,131 New
RWP
1568
Ridgecrest Wealth Partners
California
$376K -$53.8K -1,096 -12%
SLI
1569
Sumitomo Life Insurance
Japan
$375K -$13.9K -284 -3%
AFM
1570
Armstrong Fleming & Moore
District of Columbia
$373K +$396K +8,064 New
BIAS
1571
Beacon Investment Advisory Services
New Jersey
$373K
BMC
1572
Benin Management Corp
Connecticut
$373K
TYCC
1573
Texas Yale Capital Corp
Florida
$373K -$49.1K -1,000 -11%
FFA
1574
Founders Financial Alliance
North Carolina
$372K -$11.8K -241 -3%
DE
1575
Diversified Enterprises
Delaware
$372K +$146K +2,966 +58%

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.