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BioVie
BIVI

41 hedge funds and large institutions have $1.52M invested in BioVie in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more capital invested

Capital invested by funds: $195K → $1.52M (+$1.32M)

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

64% more funds holding

Funds holding: 25 → 41 (+16)

0.21% more ownership

Funds ownership: 0.21% → 0.43% (+0.21%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $14K

Holders
41
Holders Change
+16
Holders Change %
+64%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
8
Reduced
3
Closed
4
Calls
–
Puts
$14K
Net Calls
-$14K
Net Calls Change
-$14K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$296K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$205K
3
DWM
Drive Wealth Management
Utah
+$145K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$121K
5
UBS Group
UBS Group
Switzerland
+$116K

Top Sellers

Rank Fund Capital Flow
1
UCMOK
United Capital Management of KS
Kansas
-$12K
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$5.16K
3
ZIG
Zullo Investment Group
Pennsylvania
-$4.82K
4
TRCT
Tower Research Capital (TRC)
New York
-$3.18K
5
JP Morgan Chase
JP Morgan Chase
New York
-$121
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
26
Strategic Investment Solutions
Illinois
$2K +$2.41K +100 New
NWWA
27
New Wave Wealth Advisors
Arkansas
$1.6K +$1.93K +80 New
Group One Trading
28
Group One Trading
Illinois
$1.43K +$1.71K +71 New
Osaic Holdings
29
Osaic Holdings
Arizona
$1.2K – – –
VHAM
30
Van Hulzen Asset Management
California
$1.16K +$1.4K +58 New
SWM
31
Spire Wealth Management
Virginia
$500 +$603 +25 New
Bank of America
32
Bank of America
North Carolina
$362 +$169 +7 +64%
SPIA
33
Steward Partners Investment Advisory
New York
$200 – – –
TCM
34
Tradewinds Capital Management
Washington
$200 +$241 +10 New
BlackRock
35
BlackRock
New York
$194 – – –
FP
36
Financial Perspectives
Minnesota
$118 – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$60 -$121 -5 -63%
HI
38
Harbour Investments
Wisconsin
$60 – – –
FGC
39
Financial Gravity Companies
Texas
$32 +$48 +2 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$20 – – –
AFG
41
Albion Financial Group
Utah
$10 – – –
Citigroup
42
Citigroup
New York
$4 – – –
SWM
43
Sanctuary Wealth Management
Idaho
$2 – – –
UCMOK
44
United Capital Management of KS
Kansas
– -$12K -1,000 Closed
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
– -$5.16K -430 Closed
FAM
46
Flaharty Asset Management
Florida
– -$120 -10 Closed
JIP
47
Jaffetilchin Investment Partners
Florida
– -$25 -2 Closed
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BIVI Hedge Fund Activity: Q4 2024 in Review

41 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BioVie (BIVI) for Q4 2024, worth a combined $1.52M — up 678% from $195K a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BIVI positions and 4 closed out — a net gain of 16 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $296K. The largest seller was United Capital Management of KS, exiting entirely with an estimated $12K sold.

  • 41 institutional investors held BioVie (BIVI) as of Q4 2024, up from 25 in Q3 2024.
  • Funds reported $1.52M of BioVie stock for Q4 2024, up 678% quarter-over-quarter.
  • 20 funds opened new BioVie positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest BioVie buyer in Q4 2024 was Millennium Management, an estimated $296K added.
  • The largest BioVie seller in Q4 2024 was United Capital Management of KS, an estimated $12K sold.

Based on aggregated 13F filings for Q4 2024.