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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
DWM
2201
Dogwood Wealth Management
Kansas
$15.4K +$1.23K +25 +8%
CTC
2202
Cetera Trust Company
Minnesota
$15.3K
KG
2203
Kilter Group
New York
$14.9K +$15.8K +321 New
HCM
2204
Hollencrest Capital Management
California
$14.1K
HCA
2205
Harbor Capital Advisors
Illinois
$14K +$14.3K +292 New
HI
2206
Hoey Investments
Pennsylvania
$13.9K
MC
2207
Montag & Caldwell
Georgia
$13.9K
CWIG
2208
Chung Wu Investment Group
Texas
$13.9K +$14.7K +300 New
GXJ
2209
Global X Japan
Japan
$13.9K +$14.7K +300 New
MDA
2210
Minot DeBlois Advisors
Massachusetts
$13.8K
WAS
2211
Winch Advisory Services
Wisconsin
$13.7K +$196 +4 +1%
HIMS
2212
Hager Investment Management Services
New Hampshire
$13.2K
YP
2213
YANKCOM Partnership
South Dakota
$13.1K
MSWM
2214
Mowery & Schoenfeld Wealth Management
Illinois
$12.7K
RPA
2215
Redwood Park Advisors
California
$12.5K -$2.01K -41 -13%
MWA
2216
Miller Wealth Advisors
Colorado
$12.5K +$147 +3 +1%
VWA
2217
Valued Wealth Advisors
Utah
$12.4K -$50.8K -1,034 -79%
PWA
2218
Physician Wealth Advisors
Utah
$11.9K +$2.21K +45 +21%
CTB
2219
Country Trust Bank
Illinois
$10.9K +$11.5K +235 New
PP
2220
Pacifica Partners
Canada
$10.7K -$1.47K -30 -12%
BOJHT
2221
Bank of Jackson Hole Trust
Wyoming
$10.6K +$11.3K +230 New
EWM
2222
Evolution Wealth Management
Florida
$10.3K +$10.9K +223 New
KWM
2223
Kiker Wealth Management
Georgia
$9.72K -$266K -5,420 -96%
IWM
2224
IMG Wealth Management
Florida
$9.58K +$10.2K +207 New
VWWMG
2225
Vermillion & White Wealth Management Group
Pennsylvania
$9.26K -$5.64K -115 -37%

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.