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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
GPWM
2376
Grant Private Wealth Management
California
-$381K -6,254 Closed
IP
2377
Ignite Planners
California
-$309K -6,224 Closed
RCG
2378
Regatta Capital Group
California
-$375K -6,145 Closed
MG
2379
Mather Group
Illinois
-$366K -6,003 Closed
MW
2380
MBL Wealth
North Carolina
-$364K -5,974 Closed
AFW
2381
Atlantic Family Wealth
Florida
-$361K -5,921 Closed
S
2382
Sunpointe
Missouri
-$361K -5,919 Closed
CGH
2383
CMG Global Holdings
Texas
-$281K -5,764 Closed
TAM
2384
Townsend Asset Management
North Carolina
-$352K -5,764 Closed
FA
2385
FDx Advisors
Illinois
-$347K -5,690 Closed
OCBCO
2386
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$338K -5,536 Closed
AWM
2387
Avior Wealth Management
Nebraska
-$336K -5,503 Closed
PCG
2388
PFC Capital Group
California
-$331K -5,436 Closed
OFS
2389
Orrstown Financial Services
Pennsylvania
-$330K -5,411 Closed
PWPS
2390
Pinnacle Wealth Planning Services
Ohio
-$327K -5,368 Closed
RPSA
2391
Richard P. Slaughter Associates
Texas
-$325K -5,327 Closed
RZH
2392
Relyea Zuckerberg Hanson
Connecticut
-$323K -5,301 Closed
PCP
2393
Proficio Capital Partners
Massachusetts
-$323K -5,296 Closed
MPM
2394
MBB Public Markets
Illinois
-$323K -5,295 Closed
PMG
2395
ProVise Management Group
Florida
-$317K -5,195 Closed
WI
2396
WrapManager Inc
California
-$317K -5,192 Closed
SHGA
2397
Sand Hill Global Advisors
California
-$311K -5,097 Closed
LPAM
2398
Lodestar Private Asset Management
California
-$311K -5,093 Closed
TL
2399
Tradewinds LLC
North Carolina
-$308K -5,042 Closed
CAG
2400
Centerpoint Advisory Group
Kansas
-$307K -5,027 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.