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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
AF
1601
Atala Financial
California
$361K
AFG
1602
Allegheny Financial Group
Pennsylvania
$361K -$4.66K -95 -1%
SOW
1603
State of Wyoming
Wyoming
$361K +$2.45K +50 +0.6%
AIM
1604
Aspen Investment Management
Michigan
$359K -$23K -468 -6%
FMLI
1605
Fukoku Mutual Life Insurance
Japan
$357K -$145K -2,950 -28%
AI
1606
Arvest Investments
Arkansas
$357K -$797K -16,244 -68%
HWMO
1607
Heritage Wealth Management (Ohio)
Ohio
$357K -$6.23K -127 -2%
FPGT
1608
Financial Partners Group (Tennessee)
Tennessee
$357K +$52.3K +1,065 +16%
AFG
1609
Atomi Financial Group
New York
$356K -$311K -6,331 -45%
BO
1610
Bank OZK
Arkansas
$355K -$7.8K -159 -2%
PWP
1611
Phillips Wealth Planners
Mississippi
$354K -$163K -3,324 -31%
AL
1612
Aspiriant LLC
California
$354K -$3.73K -76 -1%
HGWM
1613
Horst & Graben Wealth Management
Oregon
$354K +$3.09K +63 +0.8%
AIM
1614
Advyzon Investment Management
Illinois
$353K +$31.4K +639 +9%
FPW
1615
Fairvoy Private Wealth
Alabama
$353K -$928K -18,895 -71%
GCM
1616
Gables Capital Management
Florida
$352K -$2.45K -50 -0.7%
ACA
1617
Atlas Capital Advisors
Wyoming
$351K -$1.07M -21,702 -74%
MA
1618
MCF Advisors
Kentucky
$351K +$23.3K +474 +7%
UIM
1619
Unified Investment Management
Georgia
$350K -$26.6K -541 -7%
TCM
1620
Traub Capital Management
Massachusetts
$350K +$371K +7,554 New
PSFG
1621
Prairie Sky Financial Group
Illinois
$349K
AO
1622
Advisor OS
Illinois
$349K +$75.4K +1,537 +26%
WKWM
1623
Walter & Keenan Wealth Management
Indiana
$349K -$88.9K -1,811 -19%
KTC
1624
Kentucky Trust Company
Kentucky
$347K +$9.82K +200 +3%
GIA
1625
GHP Investment Advisors
Colorado
$346K +$56.4K +1,149 +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.