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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
CP
2401
Canopy Partners
Ohio
-$306K -5,014 Closed
MAP
2402
Moody Aldrich Partners
Massachusetts
-$302K -4,955 Closed
BCM
2403
Beddow Capital Management
Wyoming
-$297K -4,875 Closed
PA
2404
PSI Advisors
Florida
-$296K -4,854 Closed
WJWM
2405
Williams Jones Wealth Management
New York
-$295K -4,840 Closed
BWMG
2406
Barnes Wealth Management Group
California
-$294K -4,823 Closed
SW
2407
SlateStone Wealth
Florida
-$294K -4,815 Closed
TA
2408
TFB Advisors
Kansas
-$292K -4,791 Closed
BFA
2409
Brendel Financial Advisors
New Hampshire
-$291K -4,772 Closed
IA
2410
Intellus Advisors
Florida
-$291K -4,769 Closed
SFI
2411
SPC Financial Inc
Maryland
-$288K -4,722 Closed
KFS
2412
Kurt F. Somerville
-$287K -4,705 Closed
MCCA
2413
Mill Creek Capital Advisors
Pennsylvania
-$287K -4,705 Closed
OL
2414
Optas LLC
Texas
-$286K -4,685 Closed
RB
2415
Renasant Bank
Mississippi
-$286K -4,684 Closed
PJSIMP
2416
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$285K -4,679 Closed
CG
2417
CFO4Life Group
Texas
-$285K -4,672 Closed
W
2418
Wealthquest
Ohio
-$285K -4,669 Closed
SIMG
2419
Sonora Investment Management Group
Arizona
-$283K -4,647 Closed
PA
2420
PFG Advisors
Arizona
-$283K -4,642 Closed
GPW
2421
Genesis Private Wealth
Virginia
-$283K -4,641 Closed
OKSA
2422
O'Keefe Stevens Advisory
New York
-$283K -4,632 Closed
RFA
2423
Resurgent Financial Advisors
Georgia
-$282K -4,616 Closed
AWM
2424
Accel Wealth Management
Iowa
-$281K -4,603 Closed
PWM
2425
Pines Wealth Management
North Carolina
-$242K -4,559 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.