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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
RMDI
1976
R.M. Davis Inc
Maine
$200K -$156K -3,178 -42%
EIP
1977
Ellis Investment Partners
Pennsylvania
$200K -$45.1K -919 -18%
GAM
1978
Grandview Asset Management
Pennsylvania
$200K -$27.6K -562 -12%
CG
1979
Curat Global
New Hampshire
$196K +$38K +774 +22%
CTA
1980
Colonial Trust Advisors
South Carolina
$193K -$14.7K -300 -7%
MCI
1981
MRP Capital Investments
Georgia
$192K -$292K -5,950 -59%
CVM
1982
Cheviot Value Management
California
$190K
SWP
1983
Strategic Wealth Partners
Ohio
$177K +$188K +3,824 New
MHR
1984
Matthew Hamilton Rosenberg
$176K +$106K +2,153 +131%
AA
1985
Addison Advisors
Vermont
$173K -$13K -265 -7%
M
1986
MOTCO
Texas
$173K -$6.87K -140 -3%
SGC
1987
Slocum, Gordon & Co
Rhode Island
$169K -$49.1K -1,000 -22%
SAM
1988
S.A. Mason
Michigan
$167K -$24.4K -498 -12%
BWL
1989
Bogart Wealth LLC
Virginia
$167K -$19.7K -401 -10%
C
1990
Covestor
United Kingdom
$167K -$23.9K -486 -12%
FFM
1991
Fullerton Fund Management
Singapore
$164K -$233K -4,750 -57%
OCM
1992
Osterweis Capital Management
California
$163K -$1.72K -35 -1%
GSWM
1993
Golden State Wealth Management
California
$163K
LI
1994
LRI Investments
Florida
$162K -$105K -2,130 -38%
SSG
1995
Summit Securities Group
New York
$161K -$306K -6,230 -64%
BCM
1996
Boreal Capital Management
Florida
$157K +$166K +3,385 New
HI
1997
Hendershot Investments
Virginia
$156K -$49.1K -1,000 -23%
RTC
1998
Riverview Trust Company
Washington
$155K -$24.4K -497 -13%
CT
1999
Clearstead Trust
Maine
$153K +$29.1K +593 +22%
MWA
2000
Medallion Wealth Advisors
Connecticut
$153K +$540 +11 +0.3%

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.