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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
MHIC
1851
Marble Harbor Investment Counsel
Massachusetts
$247K -$196K -4,000 -43%
TWA
1852
TCI Wealth Advisors
Arizona
$247K -$29.3K -597 -10%
OL
1853
OneFund LLC
Florida
$247K -$1.91K -39 -0.7%
EW
1854
Evoke Wealth
California
$247K +$6.38K +130 +3%
MCA
1855
Millennium Capital Advisors
Arkansas
$246K -$2.31K -47 -0.9%
RFP
1856
Root Financial Partners
California
$245K +$260K +5,300 New
WHG
1857
Westwood Holdings Group
Texas
$245K -$1.81M -36,918 -87%
EWM
1858
EPG Wealth Management
Georgia
$245K -$1.47K -30 -0.6%
PCA
1859
Peddock Capital Advisors
Massachusetts
$243K +$98 +2 +0%
HFS
1860
Hantz Financial Services
Michigan
$243K +$37.7K +769 +17%
PIA
1861
Perennial Investment Advisors
California
$243K -$34.2K -697 -12%
BEAM
1862
Baker Ellis Asset Management
Washington
$242K -$24.5K -500 -9%
AWM
1863
Aprio Wealth Management
Georgia
$242K -$197K -4,012 -43%
CCA
1864
Childress Capital Advisors
Texas
$242K -$29.8K -608 -10%
CWP
1865
Core Wealth Partners
California
$242K -$20.9K -425 -8%
OWA
1866
One Wealth Advisors
California
$241K -$49.2K -1,002 -16%
GWM
1867
Gitterman Wealth Management
New Jersey
$241K +$2.26K +46 +0.9%
SSWM
1868
Sheets Smith Wealth Management
North Carolina
$241K +$49 +1 +0%
AHC
1869
Adell Harriman & Carpenter
Texas
$241K +$1.13K +23 +0.4%
AAG
1870
Armstrong Advisory Group
Massachusetts
$240K -$47.5K -967 -16%
SAM
1871
Satovsky Asset Management
New York
$239K +$3.09K +63 +1%
GCA
1872
Genesee Capital Advisors
New York
$239K -$18.7K -381 -7%
FMTC
1873
Farmers & Merchants Trust Company
California
$239K +$41.6K +848 +20%
PAM
1874
PCG Asset Management
New Jersey
$238K
CCMG
1875
Clark Capital Management Group
Pennsylvania
$238K -$46.4M -946,005 -99%

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.