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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
MFFIA
1776
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$278K +$49.1K +1,000 +20%
EFMC
1777
Empire Financial Management Company
New York
$277K +$2.45K +50 +0.8%
HVIA
1778
Hudson Valley Investment Advisors
New York
$277K -$207K -4,220 -41%
HBW
1779
Hazlett, Burt & Watson
West Virginia
$277K -$20.9K -425 -7%
APG
1780
Abacus Planning Group
South Carolina
$277K -$2.06K -42 -0.7%
FCM
1781
Fourpath Capital Management
Oklahoma
$276K -$804K -16,373 -73%
RIA
1782
Regal Investment Advisors
Michigan
$276K -$11.2K -229 -4%
WPP
1783
Whalerock Point Partners
Rhode Island
$275K
VCWA
1784
Vanguard Capital Wealth Advisors
Colorado
$274K +$49.1K +1,001 +20%
WI
1785
Wedgewood Investors
Pennsylvania
$273K -$1.23K -25 -0.4%
PVAMC
1786
PPS&V Asset Management Consultants
Michigan
$273K +$8.69K +177 +3%
JFA
1787
JNBA Financial Advisors
Minnesota
$273K -$8.79K -179 -3%
BTWM
1788
Baker Tilly Wealth Management
Wisconsin
$273K -$52.1K -1,062 -15%
FS
1789
Ferguson Shapiro
Georgia
$273K -$5.2K -106 -2%
WF
1790
WoodTrust Financial
Wisconsin
$272K +$8.49K +173 +3%
SEIA
1791
Signature Estate & Investment Advisors
California
$271K -$161K -3,288 -36%
SWM
1792
Silverlake Wealth Management
Vermont
$270K +$13.2K +269 +5%
WIM
1793
Westside Investment Management
California
$270K -$93.3K -1,900 -25%
FTC
1794
Farmers Trust Company
Ohio
$270K -$97.3K -1,983 -25%
BFC
1795
Bedel Financial Consulting
Indiana
$270K -$1.52K -31 -0.5%
TAM
1796
Todd Asset Management
Kentucky
$270K
TBNY
1797
Trustco Bank (New York)
New York
$269K
MC
1798
Mirabaud & Cie
Switzerland
$269K
MAM
1799
Morse Asset Management
Connecticut
$268K -$634K -12,920 -69%
HIIFS
1800
Harel Insurance Investments & Financial Services
Israel
$268K +$260K +5,296 +1,051%

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.