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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
SCP
1626
Sivia Capital Partners
California
$346K +$137K +2,786 +59%
MA
1627
MKT Advisors
California
$345K -$35.1K -716 -9%
EWA
1628
EverSource Wealth Advisors
Alabama
$344K +$14.3K +292 +4%
FFG
1629
Fiduciary Financial Group
California
$342K +$132K +2,688 +60%
RMP
1630
Richards, Merrill & Peterson
Washington
$340K +$196 +4 +0.1%
ACM
1631
Allred Capital Management
Texas
$340K -$27.4K -558 -7%
TWA
1632
Trace Wealth Advisors
California
$340K
PAM
1633
Parvin Asset Management
South Dakota
$340K -$4.91K -100 -1%
KP
1634
Keel Point
Alabama
$339K +$25.8K +526 +8%
EFSCE
1635
Enterprise Financial Services Corp (EFSC)
Missouri
$339K -$42.8K -872 -11%
CBA
1636
Coastal Bridge Advisors
Connecticut
$338K +$358K +7,296 New
HS
1637
Horan Securities
United States
$337K +$3.14K +64 +0.9%
CBT
1638
CoreFirst Bank & Trust
Kansas
$336K +$29.9K +610 +9%
KWMG
1639
King Wealth Management Group
Florida
$336K +$2.8K +57 +0.8%
CWMK
1640
Caliber Wealth Management (Kansas)
Kansas
$336K +$174K +3,549 +96%
CWM
1641
Chesapeake Wealth Management
Virginia
$336K -$13.5K -275 -4%
FWP
1642
FAS Wealth Partners
Kansas
$335K +$5.01K +102 +1%
BFC
1643
Blue Fin Capital
Rhode Island
$334K
BCM
1644
Becker Capital Management
Oregon
$334K +$14.7K +300 +4%
BWP
1645
BSW Wealth Partners
Colorado
$334K -$55.5K -1,130 -14%
FWA
1646
Flagship Wealth Advisors
Massachusetts
$334K +$540 +11 +0.2%
AFP
1647
Ausdal Financial Partners
Iowa
$334K -$90.4K -1,841 -20%
NSCM
1648
New South Capital Management
Tennessee
$333K
TBC
1649
Tweedy, Browne Co
Connecticut
$333K +$353K +7,184 New
DCM
1650
DGS Capital Management
New Jersey
$332K +$353K +7,182 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.