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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
ZIG
2301
Zurich Insurance Group
Switzerland
-$26.1M -428,668 Closed
AT
2302
AMF Tjänstepension
Sweden
-$25.3M -414,331 Closed
SI
2303
Sofinnova Investments
California
-$22.7M -371,497 Closed
Twin Tree Management
2304
Twin Tree Management
Texas
-$17.3M -352,957 Closed
RPAM
2305
Rhenman & Partners Asset Management
Sweden
-$19.8M -325,000 Closed
CCM
2306
Cutter Capital Management
New York
-$18M -295,000 Closed
PR
2307
Payden & Rygel
California
-$17.9M -292,800 Closed
NCM
2308
Nearwater Capital Markets
Ireland
-$17.1M -280,000 Closed
AIM
2309
Artemis Investment Management
United Kingdom
-$14.8M -242,131 Closed
USAA
2310
United Services Automobile Association
Texas
-$12.6M -209,980 Closed
PI
2311
PGGM Investments
Netherlands
-$12.4M -202,639 Closed
AIMCA
2312
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$10.9M -178,284 Closed
GFG
2313
Greystone Financial Group
Michigan
-$9.76M -160,028 Closed
PFM
2314
Premier Fund Managers
United Kingdom
-$9.55M -159,200 Closed
WAM
2315
Weiss Asset Management
Massachusetts
-$9.31M -152,646 Closed
CFLC
2316
California First Leasing Corp
California
-$8.1M -132,800 Closed
FCI
2317
Financial Counselors Inc
Kansas
-$7.71M -126,429 Closed
Calamos Advisors
2318
Calamos Advisors
Illinois
-$6.53M -107,005 Closed
IHAM
2319
Integral Health Asset Management
New York
-$6.1M -100,000 Closed
KCM
2320
Kennedy Capital Management
Missouri
-$5.91M -96,868 Closed
ACM
2321
Altrius Capital Management
North Carolina
-$5.6M -91,834 Closed
HPCM
2322
Hunter Perkins Capital Management
Illinois
-$4.76M -78,115 Closed
AC
2323
Allstate Corporation
Illinois
-$4.49M -73,667 Closed
VWM
2324
Valley Wealth Managers
New Jersey
-$3.78M -62,052 Closed
DK
2325
DJE Kapital
Germany
-$3.37M -55,730 Closed

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.