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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
OP
2126
ORG Partners
Indiana
$44.1K +$9.62K +196 +27%
TPW
2127
Talon Private Wealth
Florida
$43.2K +$45.8K +934 New
CAM
2128
Chesapeake Asset Management
New York
$42.4K -$736 -15 -2%
RF
2129
Roxbury Financial
New Jersey
$42.4K -$4.91K -100 -10%
RAM
2130
Ramirez Asset Management
New York
$42.4K -$9.82K -200 -18%
GTAM
2131
Global Trust Asset Management
Florida
$41.7K -$39.3K -800 -47%
HWA
2132
Heritage Wealth Advisors
Virginia
$41.7K
NC
2133
NewSquare Capital
Pennsylvania
$40.9K -$393 -8 -0.9%
TPWA
2134
Twin Peaks Wealth Advisors
California
$40.2K +$42.4K +864 New
BCPWM
2135
Bradley & Co Private Wealth Management
Florida
$40.1K
PGAM
2136
Princeton Global Asset Management
New Jersey
$39K -$61K -1,243 -60%
TC
2137
Tacita Capital
Ontario, Canada
$37.9K
TIM
2138
Total Investment Management
Arizona
$37.9K +$40.2K +818 New
AFG
2139
Albion Financial Group
Utah
$37K
PP
2140
PrairieView Partners
Minnesota
$37K
DFA
2141
DHJJ Financial Advisors
Illinois
$36.1K +$13.1K +267 +52%
BBPWM
2142
Blue Bell Private Wealth Management
Pennsylvania
$36.1K +$17.4K +354 +83%
RBC
2143
Roble Belko & Company
Pennsylvania
$36K +$393 +8 +1%
CWM
2144
Crowley Wealth Management
Delaware
$35.9K
RWM
2145
Rialto Wealth Management
New York
$35.6K -$34.4K -701 -48%
IUHSA
2146
Itau Unibanco Holding S.A.
Brazil
$34.9K -$442 -9 -1%
WTFG
2147
Wood Tarver Financial Group
Idaho
$34K +$3.24K +66 +10%
SO
2148
Sierra Ocean
California
$33.6K -$7.17K -146 -17%
FG
2149
Fairman Group
Pennsylvania
$33.2K -$4.96K -101 -12%
WWM
2150
Wolff Wiese Magana
California
$32.6K +$2.16K +44 +7%

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.