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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
FPB
2001
First PREMIER Bank
South Dakota
$152K -$39.5K -805 -20%
FMTCOCP
2002
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$148K
BGAI
2003
Bruce G. Allen Investments
Colorado
$147K -$12.8K -261 -8%
T. Rowe Price Investment Management
2004
T. Rowe Price Investment Management
Maryland
$145K +$153K +3,113 New
BFPW
2005
BOK Financial Private Wealth
Colorado
$143K
BCMLT
2006
Beacon Capital Management LLC (Tennessee)
Tennessee
$142K +$7.36K +150 +5%
CAL
2007
Capital Advisors Ltd
Ohio
$136K -$11.3K -230 -7%
CYG
2008
Clean Yield Group
Vermont
$135K -$1.28K -26 -0.9%
SAM
2009
Sherman Asset Management
California
$132K
PB
2010
Pinnacle Bancorp
Nebraska
$129K -$4.91K -100 -3%
RCM
2011
Raleigh Capital Management
North Carolina
$128K -$1.46M -29,698 -91%
PCFFS
2012
Pacific Center for Financial Services
California
$128K
AGWCA
2013
Annis Gardner Whiting Capital Advisors
Florida
$126K +$23.5K +479 +21%
TVWM
2014
Tower View Wealth Management
Wisconsin
$126K -$1.08K -22 -0.8%
TFM
2015
TFC Financial Management
Massachusetts
$124K -$736 -15 -0.6%
HIA
2016
HFM Investment Advisors
New Jersey
$122K +$2.7K +55 +2%
SIS
2017
Sound Income Strategies
Florida
$120K -$184K -3,751 -59%
CCMI
2018
Creative Capital Management Investments
California
$120K
HC
2019
Hara Capital
Washington
$119K -$285K -5,806 -69%
RF
2020
Rossby Financial
Florida
$119K +$25.6K +521 +26%
PMFA
2021
Plante Moran Financial Advisors
Michigan
$117K +$68.8K +1,401 +125%
PWM
2022
Proathlete Wealth Management
Florida
$113K
WPA
2023
Wealth Preservation Advisors
Tennessee
$112K
ATC
2024
Advantage Trust Company
Kansas
$111K
FNWA
2025
Financial Network Wealth Advisors
Utah
$110K

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.