We are live on ! Find out more
BMY icon

Bristol-Myers Squibb

2,267 hedge funds and large institutions have $71.6B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 832 increasing their positions, 986 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

7% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 150

3% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.44B

1% less funds holding

Funds holding: 2,2922,267 (-25)

2.8% less ownership

Funds ownership: 80.8%78% (-2.8%)

6% less capital invested

Capital invested by funds: $76.5B → $71.6B (-$4.91B)

16% less repeat investments, than reductions

Existing positions increased: 832 | Existing positions reduced: 986

Holders
2,267
Holders Change
-25
Holders Change %
-1.09%
% of All Funds
29.75%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
160
Increased
832
Reduced
986
Closed
150
Calls
$1.39B
Puts
$1.44B
Net Calls
-$47M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.84B +$49.4M +1,058,803 +0.5%
BlackRock
2
BlackRock
New York
$7.92B +$154M +3,288,836 +2%
State Street
3
State Street
Massachusetts
$4.36B +$86.6M +1,855,238 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$3.89B -$830M -17,780,210 -17%
Charles Schwab
5
Charles Schwab
California
$3.29B +$105M +2,237,643 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.1B +$17.6M +377,610 +0.8%
Ameriprise
7
Ameriprise
Minnesota
$1.46B -$4.94M -105,784 -0.3%
Capital International Investors
8
Capital International Investors
California
$1.46B -$1.58B -33,775,408 -51%
Morgan Stanley
9
Morgan Stanley
New York
$1.26B +$49.5M +1,060,057 +4%
Northern Trust
10
Northern Trust
Illinois
$1.11B -$12M -257,367 -1%
Primecap Management
11
Primecap Management
California
$996M -$39.7M -850,330 -4%
UBS AM
12
UBS AM
Illinois
$983M -$160M -3,420,584 -14%
IFP
13
Independent Franchise Partners
United Kingdom
$930M -$16.5M -353,603 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$818M +$87.5M +1,873,618 +12%
Invesco
15
Invesco
Georgia
$795M -$32.2M -689,393 -4%
Goldman Sachs
16
Goldman Sachs
New York
$793M +$246M +5,273,954 +43%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$774M -$405M -8,667,308 -34%
Legal & General Group
18
Legal & General Group
United Kingdom
$770M +$61.5M +1,317,199 +8%
Bank of America
19
Bank of America
North Carolina
$762M -$47.2M -1,010,399 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$751M -$196M -4,202,979 -20%
Pzena Investment Management
21
Pzena Investment Management
New York
$672M +$2.71M +58,129 +0.4%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$669M +$165M +3,522,696 +31%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$579M -$60.5M -1,295,805 -9%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$549M -$71.2M -1,525,068 -11%
UBS Group
25
UBS Group
Switzerland
$481M -$80.7M -1,728,931 -14%

BMY Hedge Fund Activity: Q3 2025 in Review

2,267 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2025, worth a combined $71.6B — down 6.4% from $76.5B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new BMY positions and 150 closed out — a net gain of 10 holders — while 832 added to existing stakes and 986 trimmed.

The largest buyer was VanEck Associates, adding an estimated $277M. The largest seller was Capital International Investors, cutting an estimated $1.58B.

  • 2,267 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2025, down from 2,292 in Q2 2025.
  • Funds reported $71.6B of Bristol-Myers Squibb stock for Q3 2025, down 6.4% quarter-over-quarter.
  • 160 funds opened new Bristol-Myers Squibb positions in Q3 2025 and 150 closed out, a net change of +10 holders.
  • The largest Bristol-Myers Squibb buyer in Q3 2025 was VanEck Associates, an estimated $277M added.
  • The largest Bristol-Myers Squibb seller in Q3 2025 was Capital International Investors, an estimated $1.58B sold.

Based on aggregated 13F filings for Q3 2025.