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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
SBCM
2426
Schwerin Boyle Capital Management
Massachusetts
-$275K -4,511 Closed
FOA
2427
Five Oceans Advisors
California
-$275K -4,509 Closed
SLG
2428
Stanley-Laman Group
Pennsylvania
-$274K -4,500 Closed
WA
2429
WBH Advisory
Maryland
-$273K -4,473 Closed
CCB
2430
Country Club Bank
Missouri
-$266K -4,438 Closed
BFG
2431
Beacon Financial Group
Texas
-$268K -4,395 Closed
AA
2432
Auxano Advisors
Washington
-$267K -4,371 Closed
TAM
2433
Tucker Asset Management
Colorado
-$266K -4,365 Closed
BWM
2434
Baron Wealth Management
Michigan
-$265K -4,347 Closed
CWM
2435
Connecticut Wealth Management
Connecticut
-$265K -4,343 Closed
LIM
2436
Lathrop Investment Management
Arkansas
-$264K -4,332 Closed
EAM
2437
Empirical Asset Management
Massachusetts
-$264K -4,326 Closed
AWM
2438
Aviso Wealth Management
Washington
-$263K -4,308 Closed
HFAS
2439
Hummer Financial Advisory Services
Illinois
-$262K -4,300 Closed
BMWS
2440
Brady Martz Wealth Solutions
North Dakota
-$262K -4,293 Closed
SM
2441
Sciencast Management
New Jersey
-$260K -4,255 Closed
EGA
2442
E&G Advisors
Texas
-$259K -4,251 Closed
CAC
2443
Certified Advisory Corp
Florida
-$259K -4,243 Closed
HCM
2444
Hutchinson Capital Management
California
-$258K -4,230 Closed
FFA
2445
First Foundation Advisors
California
-$258K -4,227 Closed
FG
2446
Foster Group
Iowa
-$257K -4,210 Closed
AWAP
2447
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$257K -4,207 Closed
JC
2448
Jacobs & Co
California
-$256K -4,205 Closed
EW
2449
Elyxium Wealth
California
-$256K -4,201 Closed
WCA
2450
Westover Capital Advisors
Delaware
-$255K -4,182 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.