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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
MBFW
2226
Morton Brown Family Wealth
Pennsylvania
$9.26K
RWA
2227
Redmont Wealth Advisors
Illinois
$9.16K
AW
2228
Avion Wealth
Texas
$9K -$245 -5 -2%
DPW
2229
DiNuzzo Private Wealth
Pennsylvania
$8.52K -$884 -18 -9%
BL
2230
BFSG LLC
California
$8.29K -$2.21K -45 -20%
T
2231
Transce3nd
Texas
$8.24K +$8.1K +165 +1,269%
HWP
2232
Highline Wealth Partners
California
$7.79K -$11.1K -226 -57%
MSWA
2233
Marshall & Sterling Wealth Advisors
New York
$7.64K -$12.7K -258 -61%
BFS
2234
Bare Financial Services
Pennsylvania
$7.5K +$7.51K +153 +1,700%
IHWM
2235
Iron Horse Wealth Management
Iowa
$7.27K
1NWS
2236
1 North Wealth Services
Maryland
$7.22K
AWM
2237
Atticus Wealth Management
Florida
$7.19K -$41.8K -852 -85%
FFA
2238
Frazier Financial Advisors
Ohio
$7.08K -$16.3K -332 -68%
PCM
2239
Penserra Capital Management
California
$7K
WCM
2240
Winthrop Capital Management
Indiana
$7K
Kayne Anderson Rudnick Investment Management
2241
Kayne Anderson Rudnick Investment Management
California
$6.71K +$3.88K +79 +120%
GJIA
2242
Glass Jacobson Investment Advisors
Maryland
$6.67K -$18K -366 -72%
KA
2243
Kozak & Associates
Colorado
$6.58K +$98 +2 +1%
OLVIG
2244
Oliver Lagore Vanvalin Investment Group
Michigan
$6.4K +$5.15K +105 New
RTL
2245
Red Tortoise LLC
Georgia
$6.39K
TWD
2246
True Wealth Design
Ohio
$6.37K -$63.7K -1,297 -90%
FA
2247
Financial Avengers
California
$6.2K +$98 +2 +2%
PSFG
2248
Park Square Financial Group
Georgia
$6.2K -$14.1K -287 -68%
FMP
2249
Financial Management Professionals
Texas
$6.06K -$18.3K -373 -74%
FCG
2250
Financial Connections Group
California
$6K +$6.82K +139 New

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.