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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
AT
2051
Avalon Trust
New Mexico
$85.5K -$32K -651 -26%
BIA
2052
Bell Investment Advisors
California
$85.4K +$64.8K +1,321 +252%
HB
2053
Horizon Bancorp
Indiana
$85K -$2.94K -60 -3%
AWM
2054
Abound Wealth Management
Tennessee
$84.7K +$74.8K +1,524 +500%
VWA
2055
VSM Wealth Advisory
Maryland
$84.1K +$21.2K +431 +31%
BI
2056
Binnacle Investments
Iowa
$83.4K +$12.9K +262 +17%
BHWM
2057
Beaird Harris Wealth Management
Texas
$83.1K +$5.6K +114 +7%
GWS
2058
Greykasell Wealth Strategies
California
$80.9K -$8K -163 -9%
CWM
2059
Cranbrook Wealth Management
Michigan
$80.8K -$3.78K -77 -4%
RWML
2060
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$80K +$35.2K +717 +71%
WA
2061
WPG Advisers
Maryland
$79.9K +$30.6K +624 +57%
HFS
2062
Hughes Financial Services
Virginia
$79.1K -$11K -224 -11%
GKIM
2063
GW&K Investment Management
Massachusetts
$78K +$25.2K +514 +44%
IRAG
2064
Investment Research & Advisory Group
Georgia
$76.4K
SL
2065
Salomon & Ludwin
Virginia
$76.1K +$8.98K +183 +13%
NEWAS
2066
N.E.W. Advisory Services
Wisconsin
$74.7K -$12.2K -248 -13%
OWA
2067
Opal Wealth Advisors
New York
$74.2K -$34.5K -703 -30%
FIA
2068
FNY Investment Advisers
New York
$74K -$73.6K -1,500 -48%
GC
2069
Garde Capital
Washington
$73.5K
MLA
2070
MB, Levis & Associates
Pennsylvania
$73.2K +$19.4K +395 +33%
PPC
2071
Park Place Capital
Alabama
$72.2K -$484K -9,852 -87%
CWM
2072
CarsonAllaria Wealth Management
Illinois
$72.1K
OCM
2073
Orion Capital Management
California
$71.8K
IAS
2074
IMA Advisory Services
Colorado
$71.3K +$736 +15 +1%
BFP
2075
Briaud Financial Planning
Texas
$71K

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.