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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
MAWA
1826
Moss Adams Wealth Advisors
Washington
$256K -$46.8K -954 -15%
SSC
1827
Syverson Strege & Co
Iowa
$256K +$272K +5,533 New
BOS
1828
Bank of Stockton
California
$256K -$12.3K -250 -4%
MPW
1829
MASECO Private Wealth
$256K +$271K +5,528 New
FFO
1830
Fortitude Family Office
Arizona
$256K -$56.4K -1,149 -17%
SCM
1831
Sterneck Capital Management
Missouri
$256K
VWM
1832
Venturi Wealth Management
Texas
$255K -$55K -1,121 -17%
IWA
1833
IVC Wealth Advisors
Pennsylvania
$255K +$36.2K +738 +15%
BHPW
1834
Beverly Hills Private Wealth
California
$254K -$119K -2,432 -31%
OC
1835
Oakworth Capital
Alabama
$254K -$30K -611 -10%
WSCM
1836
Wellington Shields Capital Management
New York
$254K +$13.4K +272 +5%
BHIA
1837
Birch Hill Investment Advisors
Massachusetts
$254K
NG
1838
Northstar Group
New York
$251K -$10.7K -217 -4%
PAS
1839
PKS Advisory Services
New York
$251K -$16.6K -339 -6%
HI
1840
Hudock Inc
Pennsylvania
$251K +$344 +7 +0.1%
CSC
1841
Caldwell Sutter Capital
California
$250K +$8.25K +168 +3%
NCM
1842
Novare Capital Management
North Carolina
$250K -$41.5K -845 -14%
QFA
1843
Quattro Financial Advisors
Texas
$250K -$962K -19,600 -78%
CCA
1844
Cravens & Co Advisors
Tennessee
$250K +$4.32K +88 +2%
TSWM
1845
Tyler-Stone Wealth Management
Ohio
$249K -$1.47K -30 -0.6%
GI
1846
Gradient Investments
Minnesota
$249K -$3.63K -74 -1%
FA
1847
Faithward Advisors
Pennsylvania
$248K +$24.9K +507 +10%
SWTS
1848
Stonehaven Wealth & Tax Solutions
Wisconsin
$248K +$8.25K +168 +3%
TWM
1849
Thrive Wealth Management
Pennsylvania
$248K -$25.9K -528 -9%
VIP
1850
Vista Investment Partners
Oklahoma
$247K -$2.75K -56 -1%

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.