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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
CAM
2251
Creekmur Asset Management
Illinois
$5.64K +$98 +2 +2%
WCM
2252
WealthTrak Capital Management
Virginia
$5.6K +$2.11K +43 +55%
HC
2253
Hurley Capital
New York
$5.37K
Q1WB
2254
Quest 10 Wealth Builders
Virginia
$5.31K -$1.23K -25 -18%
LWA
2255
Lowe Wealth Advisors
Maryland
$5.09K
CWP
2256
Clark Wealth Partners
Illinois
$4.67K -$295 -6 -6%
GPI
2257
General Partner Inc
Pennsylvania
$4.67K
GC
2258
Gould Capital
Washington
$4.64K
OSNBOA
2259
Old Second National Bank of Aurora
Illinois
$4.63K
SFA
2260
Semmax Financial Advisors
North Carolina
$4.28K -$834 -17 -15%
CW
2261
Curio Wealth
Maryland
$4.25K +$4.42K +90 +4,500%
WA
2262
WestEnd Advisors
North Carolina
$4.07K +$442 +9 +11%
ACM
2263
Anfield Capital Management
California
$3.94K
DWA
2264
Delos Wealth Advisors
Texas
$3.8K +$4.03K +82 New
BHWM
2265
Bay Harbor Wealth Management
Maryland
$3.79K +$2.36K +48 +141%
FCT
2266
First Community Trust
Iowa
$3.7K -$8.88K -181 -69%
PWA
2267
Principia Wealth Advisory
Texas
$3.29K +$393 +8 +13%
CWM
2268
Cedar Wealth Management
California
$3.25K +$3.44K +70 New
UIA
2269
Ulland Investment Advisors
Minnesota
$3K
DRP
2270
Decker Retirement Planning
Utah
$2.78K +$2.94K +60 New
PS
2271
PayPay Securities
Japan
$2.73K +$736 +15 +34%
NL
2272
NVWM LLC
Pennsylvania
$2.63K -$687 -14 -20%
IMC
2273
Investment Management Corporation
Virginia
$2.5K
HIW
2274
Holos Integrated Wealth
Pennsylvania
$2.25K
NMG
2275
New Millennium Group
Utah
$2.03K +$49 +1 +2%

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.