We are live on ! Find out more
BMY icon

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
SWIM
1701
Smallwood Wealth Investment Management
New Jersey
$304K -$5.3K -108 -2%
EFH
1702
Eaton Financial Holdings
Florida
$304K +$323K +6,571 New
RCI
1703
RS Crum Inc
California
$304K
WA
1704
Waddell & Associates
Tennessee
$303K +$121K +2,456 +60%
JGIA
1705
Jackson Grant Investment Advisers
Connecticut
$302K +$687 +14 +0.2%
CAM
1706
Cozad Asset Management
Illinois
$302K +$8.59K +175 +3%
CBT
1707
Crews Bank & Trust
Florida
$302K +$55.7K +1,135 +21%
CWM
1708
Calamos Wealth Management
Illinois
$302K -$26.8K -545 -8%
MAM
1709
McLean Asset Management
Virginia
$302K -$8.84K -180 -3%
EFI
1710
EHP Funds Inc
Canada
$301K +$319K +6,500 New
TF
1711
Tudor Financial
Ohio
$301K -$22.5K -458 -7%
KAS
1712
KPP Advisory Services
Kentucky
$301K -$4.12K -84 -1%
ZBNA
1713
Zions Bancorporation, National Association
Utah
$300K -$8.06M -164,245 -96%
ZF
1714
Zhang Financial
Michigan
$300K +$4.17K +85 +1%
EBA
1715
Eagle Bay Advisors
New York
$300K -$540 -11 -0.2%
CPSAC
1716
Chas P. Smith & Associates (CPS)
Florida
$299K -$20.6K -420 -6%
MPM
1717
Meritage Portfolio Management
Kansas
$299K -$4.88M -99,496 -94%
BFG
1718
Berger Financial Group
Minnesota
$298K -$63.5K -1,293 -17%
ICP
1719
Impact Capital Partners
Colorado
$298K -$6.09K -124 -2%
RC
1720
Rexford Capital
Texas
$298K +$316K +6,431 New
MFG
1721
MTM Financial Group
Pennsylvania
$298K
VAS
1722
Vestmark Advisory Solutions
Massachusetts
$297K -$361K -7,351 -53%
HWM
1723
Hohimer Wealth Management
Washington
$296K -$139K -2,831 -31%
WAM
1724
WNY Asset Management
New York
$296K +$13.4K +272 +4%
LA
1725
Lifeworks Advisors
Michigan
$296K -$350K -7,130 -53%

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.