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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
ACA
2026
American Capital Advisory
Idaho
$110K +$933 +19 +0.8%
WBC
2027
West Branch Capital
Massachusetts
$109K -$24.5K -500 -17%
ME
2028
McIlrath & Eck
Washington
$108K +$42.6K +868 +59%
ANBT
2029
American National Bank & Trust
Texas
$107K +$16.8K +342 +17%
AAG
2030
Accordant Advisory Group
Maryland
$107K +$85K +1,732 +299%
WW
2031
Winnow Wealth
Texas
$107K +$110K +2,247 +3,457%
FC
2032
Fairscale Capital
New Hampshire
$106K
GWP
2033
Gen-Wealth Partners
Michigan
$103K
STB
2034
S&T Bank
Pennsylvania
$103K
BAM
2035
Byrne Asset Management
New Jersey
$99.4K +$44.1K +899 +72%
JWA
2036
JFS Wealth Advisors
Pennsylvania
$98.2K -$73.7K -1,502 -41%
CWM
2037
Centricity Wealth Management
Ohio
$95.2K +$393 +8 +0.4%
GLF
2038
Groupe la Francaise
France
$94.9K +$96.7K +1,970 +2,213%
LD
2039
Lipe & Dalton
New York
$94K -$2.7M -54,979 -96%
MAFA
2040
MJT & Associates Financial Advisory
Minnesota
$92.6K
BT
2041
Banque Transatlantique
France
$91.3K
HWA
2042
HHM Wealth Advisors
Tennessee
$90K -$32.7K -667 -26%
CMP
2043
Coston McIsaac & Partners
Maine
$89K +$491 +10 +0.5%
RA
2044
Rise Advisors
New York
$88.7K -$29.8K -608 -24%
QWM
2045
Quaker Wealth Management
New Jersey
$88.6K +$94K +1,914 New
FCAS
2046
First Command Advisory Services
Texas
$88.6K -$31K -631 -25%
CFFP
2047
Center for Financial Planning
Michigan
$86.5K +$12.6K +256 +16%
TLA
2048
Tanglewood Legacy Advisors
Texas
$86.5K
AEPWM
2049
Atlantic Edge Private Wealth Management
Florida
$85.6K -$17.2K -350 -16%
PAI
2050
Pittenger & Anderson Inc
Nebraska
$85.6K

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.