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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
GWSG
1951
GPS Wealth Strategies Group
Colorado
$208K +$16.7K +341 +8%
MFC
1952
Mechanics Financial Corp
Ohio
$208K
SOAMC
1953
Spirit of America Management Corp
New York
$208K
MCA
1954
Magnolia Capital Advisors
Mississippi
$208K +$25.2K +514 +13%
AIA
1955
Arbor Investment Advisors
North Carolina
$208K +$687 +14 +0.3%
VA
1956
VestGen Advisors
Illinois
$207K +$34.7K +706 +19%
TC
1957
TFR Capital
Texas
$207K +$220K +4,473 New
ICM
1958
IMS Capital Management
Oregon
$206K -$14.3K -292 -6%
AG
1959
AlTi Global
New York
$205K +$23.7K +482 +12%
ES
1960
ETF Store
Kansas
$205K +$3.48K +71 +2%
FHB
1961
First Hawaiian Bank
Hawaii
$205K +$8.54K +174 +4%
CGA
1962
Crescent Grove Advisors
Illinois
$205K
PSB
1963
Piscataqua Savings Bank
New Hampshire
$205K -$13K -265 -6%
HIC
1964
Harvey Investment Company
Kentucky
$204K
KOC
1965
Koss-Olinger Consulting
Florida
$204K -$10.3K -209 -5%
MWM
1966
Mattern Wealth Management
Kansas
$204K
BAM
1967
Brave Asset Management
New Jersey
$204K -$61.4K -1,250 -22%
LA
1968
Lakeside Advisors
Washington
$204K +$147 +3 +0.1%
JCM
1969
Jacobsen Capital Management
Utah
$203K +$215K +4,388 New
WIA
1970
Westbourne Investment Advisors
Maryland
$203K
SRC
1971
Sage Rhino Capital
California
$203K -$7.31K -149 -3%
BCM
1972
Bayesian Capital Management
New York
$202K +$215K +4,373 New
KFA
1973
Kelleher Financial Advisors
New York
$202K +$39.3K +800 +22%
RWB
1974
RMR Wealth Builders
New Jersey
$200K -$49.9K -1,016 -19%
HC
1975
Hourglass Capital
Texas
$200K

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.