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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
OA
2176
Operose Advisors
Wisconsin
$23.1K
NFSG
2177
Newbridge Financial Services Group
Florida
$21.8K -$194K -3,955 -89%
RF
2178
Robbins Farley
New Hampshire
$21.3K
GGI
2179
Godsey & Gibb Inc
Virginia
$21.1K
TCM
2180
TD Capital Management
Tennessee
$21.1K -$8.1K -165 -27%
KFP
2181
Keener Financial Planning
Texas
$21K
PS
2182
Pinney & Scofield
Massachusetts
$20.8K
FDW
2183
Fourth Dimension Wealth
Ohio
$20.6K -$9.82K -200 -31%
DF
2184
Dunhill Financial
United Kingdom
$20.6K -$344 -7 -2%
MAM
2185
Meeder Asset Management
Ohio
$20.5K +$3.83K +78 +21%
HHMI
2186
Howard Hughes Medical Institute
Maryland
$20.3K +$21.5K +438 New
PPA
2187
Painted Porch Advisors
California
$20K
BFS
2188
Burkett Financial Services
South Carolina
$19.7K +$295 +6 +1%
PWA
2189
Provenance Wealth Advisors
Florida
$19.7K -$8.59K -175 -29%
SC
2190
Swan Capital
Florida
$19.2K
CIA
2191
Cape Investment Advisory
Georgia
$19K -$245 -5 -1%
FFL
2192
Financial Freedom LLC
Ohio
$18.5K +$147 +3 +0.8%
KIG
2193
Kessler Investment Group
Indiana
$18.5K
CCM
2194
Carderock Capital Management
Maryland
$18.5K +$19.6K +400 New
NWM
2195
Navigoe Wealth Management
California
$18K
BCWM
2196
Ball & Co Wealth Management
Tennessee
$18K +$245 +5 +1%
AWM
2197
Activest Wealth Management
Florida
$17K +$8K +163 +80%
MWM
2198
MorganRosel Wealth Management
Colorado
$15.7K
RFS
2199
Richardson Financial Services
Massachusetts
$15.7K -$24.9K -508 -61%
IWP
2200
IAG Wealth Partners
Wisconsin
$15.5K

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.