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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
OW
2101
Olistico Wealth
Oklahoma
$55.5K
EP
2102
Essential Partners
California
$55K +$58.3K +1,188 New
SVWA
2103
Sarver Vrooman Wealth Advisors
Missouri
$54.9K -$6.09K -124 -9%
TCM
2104
Tradewinds Capital Management
Washington
$54.3K -$5.2K -106 -8%
AG
2105
AmeriFlex Group
Nevada
$52.8K -$429K -8,741 -89%
CFD
2106
Creative Financial Designs
Indiana
$52K +$11.6K +237 +27%
EIM
2107
Essex Investment Management
Massachusetts
$51.8K
S
2108
Sachetta
Massachusetts
$49.4K -$19.6K -399 -27%
SVCP
2109
Silicon Valley Capital Partners
California
$49.4K +$687 +14 +1%
FP
2110
Financial Perspectives
Minnesota
$49.3K
WOSD
2111
WFA of San Diego
California
$49.2K +$52.2K +1,063 New
MTIC
2112
Missouri Trust & Investment Company
Missouri
$47.7K
MCM
2113
MV Capital Management
Maryland
$47.3K -$79.6K -1,622 -61%
CTWM
2114
Cherry Tree Wealth Management
Minnesota
$46.9K
PWS
2115
Peterson Wealth Services
Utah
$46.4K +$1.13K +23 +2%
CNBT
2116
Cornerstone National Bank & Trust
Illinois
$46.3K
MSFP
2117
Mark Sheptoff Financial Planning
Connecticut
$46.3K +$34.4K +700 +233%
HWM
2118
HighMark Wealth Management
Minnesota
$46.3K -$1.57K -32 -3%
SIC
2119
SJS Investment Consulting
Ohio
$46.2K -$2.11K -43 -4%
NC
2120
North Capital
Utah
$45.7K -$5.6K -114 -10%
CPG
2121
Cornerstone Planning Group
New Jersey
$44.7K -$7.66K -156 -14%
SIS
2122
Strategic Investment Solutions
Illinois
$44.6K +$540 +11 +1%
VT
2123
Volterra Technologies
New York
$44.4K +$47.1K +959 New
PWMG
2124
Private Wealth Management Group
New Jersey
$44.2K +$98 +2 +0.2%
NIM
2125
Nexus Investment Management
Ontario, Canada
$44.1K

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.