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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
HNW
2076
High Note Wealth
Minnesota
$69.7K
BCM
2077
Blume Capital Management
California
$69.6K -$24.7K -503 -25%
HFS
2078
Hopwood Financial Services
Virginia
$69.4K
WA
2079
Whipplewood Advisors
Colorado
$69K -$2.85K -58 -4%
FWM
2080
FSA Wealth Management
Massachusetts
$68.7K
PG
2081
Proffitt & Goodson
Tennessee
$67.5K +$71.6K +1,458 New
OIAM
2082
OFI Invest Asset Management
France
$66.6K +$20.9K +426 +34%
BGA
2083
Battery Global Advisors
Massachusetts
$66.5K
AWM
2084
AllSquare Wealth Management
New York
$64.8K
OAJ
2085
Ogorek Anthony Joseph
New York
$64K -$1.62K -33 -2%
KHC
2086
Koesten Hirschmann & Crabtree
Kansas
$63.9K
VFM
2087
Vision Financial Markets
Connecticut
$62.4K +$196 +4 +0.3%
NSG
2088
Nalls Sherbakoff Group
Tennessee
$62.1K +$19.6K +400 +43%
TIM
2089
Tortoise Investment Management
New York
$62K +$3.09K +63 +5%
CAM
2090
Costello Asset Management
Pennsylvania
$61.7K +$49 +1 +0.1%
CH
2091
Canton Hathaway
Rhode Island
$61K +$2.45K +50 +4%
AF
2092
Alerus Financial
North Dakota
$60.2K +$63.8K +1,300 New
T
2093
Tidemark
California
$60.1K -$5.74K -117 -8%
SNB
2094
Security National Bank
Nebraska
$59.9K +$4.27K +87 +7%
EPW
2095
Evergreen Private Wealth
Colorado
$58.7K
HWM
2096
Hemington Wealth Management
Virginia
$58K -$18.2K -370 -23%
FDCP
2097
Foster Dykema Cabot & Partners
Massachusetts
$56.5K
MFT
2098
Moisand Fitzgerald Tamayo
Florida
$56K
FCMT
2099
Founders Capital Management (Texas)
Texas
$55.5K
FFWM
2100
Future Financial Wealth Management
Ohio
$55.5K

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.