We are live on ! Find out more
BMY icon

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
SW
2451
SkyOak Wealth
Michigan
-$254K -4,171 Closed
FNBOMD
2452
First National Bank of Mount Dora
Florida
-$254K -4,166 Closed
PHIC
2453
Pine Haven Investment Counsel
Massachusetts
-$254K -4,161 Closed
FFG
2454
Frisch Financial Group
New York
-$254K -4,158 Closed
WCF
2455
West Coast Financial
California
-$253K -4,144 Closed
QPW
2456
Quantum Private Wealth
Florida
-$252K -4,124 Closed
ARC
2457
Advisor Resource Council
Texas
-$245K -4,096 Closed
EF
2458
Exeter Financial
Arizona
-$249K -4,079 Closed
SCA
2459
Sandy Cove Advisors
Massachusetts
-$249K -4,079 Closed
FAT
2460
First American Trust
California
-$249K -4,077 Closed
FWP
2461
Forefront Wealth Partners
Texas
-$248K -4,074 Closed
FMC
2462
First Merchants Corp
Indiana
-$247K -4,050 Closed
DIM
2463
Delta Investment Management
California
-$246K -4,031 Closed
TIA
2464
Tiemann Investment Advisors
California
-$246K -4,031 Closed
FCFC
2465
First Commonwealth Financial Corp
Pennsylvania
-$245K -4,015 Closed
LGG
2466
Luts & Greenleigh Group
Maryland
-$245K -4,015 Closed
CWP
2467
CFM Wealth Partners
Texas
-$244K -4,008 Closed
PWM
2468
PBMares Wealth Management
Virginia
-$244K -4,008 Closed
BW
2469
Basepoint Wealth
Iowa
-$244K -4,004 Closed
VC
2470
Vicus Capital
Pennsylvania
-$244K -4,000 Closed
FWM
2471
Focused Wealth Management
New York
-$243K -3,987 Closed
FA
2472
Financial Advisors
Massachusetts
-$243K -3,979 Closed
PA
2473
Parkside Advisors
California
-$242K -3,968 Closed
MWM
2474
MinichMacGregor Wealth Management
New York
-$242K -3,964 Closed
MSFS
2475
Main Street Financial Solutions
Pennsylvania
-$241K -3,956 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.