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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
VA
1676
Valmark Advisers
Ohio
$319K +$130K +2,650 +63%
MP
1677
McDonald Partners
Ohio
$318K
CWL
1678
Causey Wealth LLC
Colorado
$317K -$3.88K -79 -1%
RIG
1679
RiverFront Investment Group
Virginia
$317K +$81K +1,650 +32%
Empower Advisory Group
1680
Empower Advisory Group
Colorado
$317K -$75K -1,528 -18%
WAS
1681
Wealth Advisory Solutions
Indiana
$316K +$4.91K +100 +1%
BA
1682
Bridgewater Advisors
New York
$316K -$60.4K -1,230 -15%
VBCG
1683
Valley Brook Capital Group
Pennsylvania
$316K
KFGK
1684
Keystone Financial Group (Kentucky)
Kentucky
$315K +$86K +1,751 +35%
LMKC
1685
L.M. Kohn & Company
Ohio
$313K -$29.2K -594 -8%
MA
1686
MBA Advisors
Pennsylvania
$313K +$38.1K +776 +13%
ABLA
1687
Alan B. Lancz & Associates
Ohio
$312K
BB
1688
Burford Brothers
Texas
$312K +$245 +5 +0.1%
JGGDR
1689
JGP Global Gestao de Recursos
Brazil
$311K -$884 -18 -0.3%
WIC
1690
Wilkins Investment Counsel
Massachusetts
$310K
HR
1691
Hardy Reed
Mississippi
$310K +$2.99K +61 +0.9%
BMA
1692
Brooks Moore & Associates
Tennessee
$309K
CSA
1693
Cottage Street Advisors
Massachusetts
$308K -$50.7K -1,032 -13%
SAM
1694
Summit Asset Management
Tennessee
$308K -$149K -3,035 -31%
CH
1695
Cromwell Holdings
Wyoming
$308K -$2.4K -49 -0.7%
BRM
1696
Boston Research & Management
Massachusetts
$308K
NAS
1697
NWF Advisory Services
California
$307K +$5.01K +102 +2%
RWA
1698
River Wealth Advisors
Pennsylvania
$307K -$38.4K -782 -11%
AF
1699
Arrow Financial
New York
$306K -$50.3K -1,025 -13%
V
1700
VeraBank
Texas
$306K +$13.3K +271 +4%

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.