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Bristol-Myers Squibb

2,478 hedge funds and large institutions have $99.6B invested in Bristol-Myers Squibb in 2025 Q1 according to their latest regulatory filings, with 200 funds opening new positions, 953 increasing their positions, 987 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 166

8% more capital invested

Capital invested by funds: $91.9B → $99.6B (+$7.66B)

1.44% more ownership

Funds ownership: 78.86%80.3% (+1.4%)

2% more call options, than puts

Call options by funds: $1.73B | Put options by funds: $1.7B

0% less funds holding

Funds holding: 2,4872,478 (-9)

3% less repeat investments, than reductions

Existing positions increased: 953 | Existing positions reduced: 987

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

Holders
2,478
Holders Change
-9
Holders Change %
-0.36%
% of All Funds
33.22%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.5%
New
200
Increased
953
Reduced
987
Closed
166
Calls
$1.73B
Puts
$1.7B
Net Calls
+$26M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
2276
Founders Capital Management (Texas)
Texas
$73.2K
OW
2277
Olistico Wealth
Oklahoma
$73.2K
MLA
2278
MB, Levis & Associates
Pennsylvania
$72.4K +$466 +8 +0.7%
OIAM
2279
OFI Invest Asset Management
France
$71.3K +$25.6K +440 +53%
GKIM
2280
GW&K Investment Management
Massachusetts
$71K -$583 -10 -0.8%
HWM
2281
HighMark Wealth Management
Minnesota
$70.2K -$6.64K -114 -10%
PMFA
2282
Plante Moran Financial Advisors
Michigan
$68.4K -$699 -12 -1%
EIM
2283
Essex Investment Management
Massachusetts
$68.3K
RAM
2284
Ramirez Asset Management
New York
$68.1K -$23.3K -400 -26%
WA
2285
WPG Advisers
Maryland
$67.3K +$19.1K +328 +42%
NC
2286
North Capital
Utah
$67.2K +$64.2K +1,101 New
VWM
2287
Vermillion Wealth Management
Minnesota
$66.5K +$5.83K +100 +10%
FP
2288
Financial Perspectives
Minnesota
$65K
SHIM
2289
Stone House Investment Management
Pennsylvania
$64K +$61.2K +1,050 New
SIC
2290
SJS Investment Consulting
Ohio
$63.5K -$641 -11 -1%
SVCP
2291
Silicon Valley Capital Partners
California
$63.2K +$20.2K +347 +49%
MTIC
2292
Missouri Trust & Investment Company
Missouri
$62.8K
CTWM
2293
Cherry Tree Wealth Management
Minnesota
$61.8K
RWML
2294
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$61.7K -$5.25K -90 -8%
AWM
2295
Atticus Wealth Management
Florida
$61.4K +$58 +1 +0.1%
CNBT
2296
Cornerstone National Bank & Trust
Illinois
$61K
RCA
2297
Runnymede Capital Advisors
Ohio
$61K
RF
2298
Roxbury Financial
New Jersey
$60.6K +$408 +7 +0.7%
PWS
2299
Peterson Wealth Services
Utah
$59.7K
PWMG
2300
Private Wealth Management Group
New Jersey
$58.1K

BMY Hedge Fund Activity: Q1 2025 in Review

2,478 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2025, worth a combined $99.6B — up 8.3% from $91.9B a quarter earlier.

Buyers outnumbered sellers: 200 funds opened new BMY positions and 166 closed out — a net gain of 34 holders — while 953 added to existing stakes and 987 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.2B. The largest seller was Fidelity Investments, cutting an estimated $553M.

  • 2,478 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2025, down from 2,487 in Q4 2024.
  • Funds reported $99.6B of Bristol-Myers Squibb stock for Q1 2025, up 8.3% quarter-over-quarter.
  • 200 funds opened new Bristol-Myers Squibb positions in Q1 2025 and 166 closed out, a net change of +34 holders.
  • The largest Bristol-Myers Squibb buyer in Q1 2025 was Capital International Investors, an estimated $1.2B added.
  • The largest Bristol-Myers Squibb seller in Q1 2025 was Fidelity Investments, an estimated $553M sold.

Based on aggregated 13F filings for Q1 2025.