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BioVie
BIVI

Overview Fund Activity

37 hedge funds and large institutions have $968K invested in BioVie in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 10 closing their positions.

Holders
37
Holders Change
-6
Holders Change %
-13.95%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$526K
2
NA
2
NewEdge Advisors
Louisiana
$53K
3
TCM
3
Traynor Capital Management
Pennsylvania
$15.7K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$135K
5
Cerity Partners
5
Cerity Partners
New York
$28.7K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
PWM
2
Prosperity Wealth Management
California
$0
3
ZIG
3
Zullo Investment Group
Pennsylvania
$0
4
DWM
4
Drive Wealth Management
Utah
$14.7K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$12.7K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$526K 536,637 +446,355 +494%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$135K 138,023 +14,615 +12%
NA
3
NewEdge Advisors
Louisiana
$53K 54,100 +40,000 +284%
UBS Group
4
UBS Group
Switzerland
$48.8K 49,811 +1,484 +3%
SMH
5
Sanders Morris Harris
Texas
$39.2K 40,000 – –
Cerity Partners
6
Cerity Partners
New York
$28.7K 29,330 +12,100 +70%
Two Sigma Investments
7
Two Sigma Investments
New York
$21.2K 21,613 -7,100 -25%
State Street
8
State Street
Massachusetts
$15.7K 16,022 – –
TCM
9
Traynor Capital Management
Pennsylvania
$15.7K 16,000 +16,000 New
Northern Trust
10
Northern Trust
Illinois
$15K 15,300 -1,578 -9%
DWM
11
Drive Wealth Management
Utah
$14.7K 15,000 -45,000 -75%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$12.7K 13,000 -37,000 -74%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11K 11,280 +2,780 +33%
HF
14
HRT Financial
New York
$10K 10,901 +10,901 New
TRCT
15
Tower Research Capital (TRC)
New York
$5.3K 5,412 +3,456 +177%
Morgan Stanley
16
Morgan Stanley
New York
$4.77K 4,862 -20,264 -81%
SS
17
SBI Securities
Japan
$2.7K 2,759 +1,093 +66%
NFSG
18
Newbridge Financial Services Group
Florida
$1.37K 1,400 – –
Wells Fargo
19
Wells Fargo
California
$1.37K 1,395 -150 -10%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$1.26K 1,782 – –
CIAM
21
Caitong International Asset Management
Hong Kong
$1.09K 1,108 +1,108 New
SWM
22
Spire Wealth Management
Virginia
$1.03K 1,050 +800 +320%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$615 609 -990 -62%
Osaic Holdings
24
Osaic Holdings
Arizona
$584 598 – –
Group One Trading
25
Group One Trading
Illinois
$410 418 -296 -41%
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