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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
SA
1726
Strategic Advisors
New York
$296K +$98 +2 +0%
CS
1727
Crescent Sterling
Louisiana
$294K -$34.7K -707 -10%
OWM
1728
OneAscent Wealth Management
Alabama
$294K +$20.3K +414 +7%
KWS
1729
Keystone Wealth Services
California
$294K +$245 +5 +0.1%
MEG
1730
Millstone Evans Group
Colorado
$294K +$1.62K +33 +0.5%
MWS
1731
MFA Wealth Services
California
$294K +$1.18K +24 +0.4%
IFS
1732
Ifrah Financial Services
Arkansas
$292K +$4.47K +91 +1%
PCA
1733
Prosperity Capital Advisors
Ohio
$292K -$25.2K -513 -8%
PPW
1734
Parcion Private Wealth
Washington
$292K +$16.9K +345 +6%
SOS
1735
Silver Oak Securities
Tennessee
$291K -$5.89K -120 -2%
GWI
1736
Grace & White Inc
New York
$291K
SIM
1737
Sentry Investment Management
Wisconsin
$291K
SA
1738
Sovran Advisors
California
$291K -$32.1K -654 -10%
BC
1739
Barrett & Company
Rhode Island
$291K +$295 +6 +0.1%
AWM
1740
Aberdeen Wealth Management
Illinois
$290K
IC
1741
Iconiq Capital
California
$289K -$299K -6,082 -49%
FB
1742
First Bancorp
Maine
$288K -$3.14K -64 -1%
HCM
1743
Hilton Capital Management
New York
$288K
OHWP
1744
Oak Harbor Wealth Partners
North Carolina
$287K -$5.69K -116 -2%
1WM
1745
1858 Wealth Management
Ohio
$287K -$10.8K -221 -3%
NECFA
1746
New England Capital Financial Advisors
Connecticut
$287K +$638 +13 +0.2%
SIC
1747
Samalin Investment Counsel
New York
$287K -$49.6K -1,010 -14%
TFG
1748
Tilson Financial Group
New Jersey
$286K +$3.04K +62 +1%
WA
1749
Wealth Architects
California
$286K +$7.17K +146 +2%
CA
1750
Cornerstone Advisory
Maryland
$285K -$74.1K -1,510 -20%

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.