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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
RWM
1576
Riverbend Wealth Management
South Carolina
$372K +$31.7K +646 +9%
NA
1577
Nordwand Advisors
Pennsylvania
$371K +$394K +8,020 New
VI
1578
Versor Investments
New York
$371K +$393K +8,012 New
WMA
1579
West Michigan Advisors
Michigan
$370K +$393K +8,002 New
WTG
1580
West Tower Group
Virginia
$370K +$393K +8,000 New
TFIPS
1581
Towarzystwo Funduszy Inwestycyjnych PZU SA
$369K +$291K +5,935 +292%
NIM
1582
Northeast Investment Management
Massachusetts
$368K
CFP
1583
Catalyst Financial Partners
Massachusetts
$368K -$19.5K -398 -5%
ISFAN
1584
Investor's Fiduciary Advisor Network
Washington
$368K +$391K +7,966 New
LF
1585
Lantz Financial
Illinois
$367K -$276K -5,621 -41%
TPI
1586
Trust Point Inc
Wisconsin
$367K +$25.2K +514 +7%
SWM
1587
Spire Wealth Management
Virginia
$367K -$497K -10,120 -56%
SSW
1588
Stone Summit Wealth
Florida
$367K
SIC
1589
Shoker Investment Counsel
Ohio
$366K +$388K +7,910 New
PP
1590
PDS Planning
Ohio
$366K +$2.4K +49 +0.6%
SL
1591
Summitry LLC
California
$365K +$387K +7,893 New
VDI
1592
Vaughan David Investments
Illinois
$364K +$16.8K +342 +5%
HDA
1593
Harold Davidson & Associates
California
$363K -$178K -3,635 -32%
HCG
1594
Haven Capital Group
California
$363K -$40.5K -825 -10%
NWWA
1595
New Wave Wealth Advisors
Arkansas
$363K +$785 +16 +0.2%
PCG
1596
Prosperity Consulting Group
Maryland
$363K -$17.7K -361 -4%
SFA
1597
Souders Financial Advisors
Ohio
$362K +$48.8K +995 +15%
MCA
1598
MSH Capital Advisors
Arizona
$362K -$55.8K -1,136 -13%
MCM
1599
Marathon Capital Management
Maryland
$361K -$46.9K -955 -11%
CJ
1600
Caitlin John
Michigan
$361K +$383K +7,806 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.