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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
CAC
2151
Core Alternative Capital
Georgia
$32.4K
ETS
2152
ESL Trust Services
New York
$32.4K
VWM
2153
Vermillion Wealth Management
Minnesota
$31.8K -$19.9K -405 -37%
MSG
2154
Main Street Group
Virginia
$31.6K -$1.18K -24 -3%
EWP
2155
Elevation Wealth Partners
California
$31.4K
LFA
2156
LGT Financial Advisors
Texas
$31.4K +$5.94K +121 +22%
ACM
2157
Accent Capital Management
Ohio
$31K +$6.33K +129 +24%
OWP
2158
ORG Wealth Partners
Texas
$31K
WCM
2159
Westend Capital Management
California
$30.9K
GWSA
2160
Global Wealth Strategies & Associates
Colorado
$30.2K +$8.74K +178 +37%
TFGT
2161
TS Financial Group (TSFG)
Illinois
$30K
GAG
2162
Goodman Advisory Group
Massachusetts
$29.9K
RFG
2163
REAP Financial Group
Texas
$29.6K +$21K +428 +203%
CFP
2164
Comprehensive Financial Planning
Pennsylvania
$28.7K +$344 +7 +1%
RS
2165
Rakuten Securities
Japan
$28.5K +$3.44K +70 +13%
CIAS
2166
CBIZ Investment Advisory Services
Ohio
$28.2K +$1.37K +28 +5%
EWA
2167
EQ Wealth Advisors
Texas
$27.8K
DWS
2168
Dynamic Wealth Strategies
California
$27.3K
TCM
2169
TruNorth Capital Management
Michigan
$26.9K -$53.7K -1,093 -65%
MWM
2170
Mascoma Wealth Management
New Hampshire
$26.8K -$2.94K -60 -9%
DWM
2171
Darwin Wealth Management
Florida
$25.2K -$933 -19 -3%
TCA
2172
Trifecta Capital Advisors
Illinois
$24.9K +$26.4K +538 New
NRWA
2173
North Ridge Wealth Advisors
Oregon
$24.5K
CIR
2174
Clear Investment Research
Georgia
$23.1K
FGA
2175
Fortis Group Advisors
New Jersey
$23.1K

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.