We are live on ! Find out more
BIVI icon

BioVie
BIVI

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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

0.11% more ownership

Funds ownership: 0.43% → 0.54% (+0.11%)

10% less funds holding

Funds holding: 41 → 37 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

36% less capital invested

Capital invested by funds: $1.52M → $968K (-$550K)

Holders
37
Holders Change
-4
Holders Change %
-9.76%
% 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
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$714K
2
NA
NewEdge Advisors
Louisiana
+$63.9K
3
TCM
Traynor Capital Management
Pennsylvania
+$25.6K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$23.4K
5
Cerity Partners
Cerity Partners
New York
+$19.3K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$245K
2
DWM
Drive Wealth Management
Utah
-$71.9K
3
PWM
Prosperity Wealth Management
California
-$63.3K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$59.2K
5
ZIG
Zullo Investment Group
Pennsylvania
-$46K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$526K +$714K +44,636 +494%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$135K +$23.4K +1,461 +12%
NA
3
NewEdge Advisors
Louisiana
$53K +$63.9K +4,000 +284%
UBS Group
4
UBS Group
Switzerland
$48.8K +$2.37K +148 +3%
SMH
5
Sanders Morris Harris
Texas
$39.2K – – –
Cerity Partners
6
Cerity Partners
New York
$28.7K +$19.3K +1,210 +70%
Two Sigma Investments
7
Two Sigma Investments
New York
$21.2K -$11.4K -710 -25%
State Street
8
State Street
Massachusetts
$15.7K – – –
TCM
9
Traynor Capital Management
Pennsylvania
$15.7K +$25.6K +1,600 New
Northern Trust
10
Northern Trust
Illinois
$15K -$2.53K -158 -9%
DWM
11
Drive Wealth Management
Utah
$14.7K -$71.9K -4,500 -75%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$12.7K -$59.2K -3,700 -74%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11K +$4.44K +278 +33%
HF
14
HRT Financial
New York
$10K +$17.4K +1,090 New
TRCT
15
Tower Research Capital (TRC)
New York
$5.3K +$5.51K +345 +176%
Morgan Stanley
16
Morgan Stanley
New York
$4.76K -$32.4K -2,027 -81%
SS
17
SBI Securities
Japan
$2.7K +$1.74K +109 +65%
NFSG
18
Newbridge Financial Services Group
Florida
$1.37K – – –
Wells Fargo
19
Wells Fargo
California
$1.37K -$240 -15 -10%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$1.26K – – –
CIAM
21
Caitong International Asset Management
Hong Kong
$1.09K +$1.77K +111 New
SWM
22
Spire Wealth Management
Virginia
$1.03K +$1.28K +80 +320%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$615 -$1.58K -99 -62%
Osaic Holdings
24
Osaic Holdings
Arizona
$584 – – –
Group One Trading
25
Group One Trading
Illinois
$410 -$464 -29 -41%
1
2

BIVI Hedge Fund Activity: Q1 2025 in Review

37 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BioVie (BIVI) for Q1 2025, worth a combined $968K — down 36% from $1.52M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BIVI and 6 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was Vanguard Group, adding an estimated $714K. The largest seller was Millennium Management, exiting entirely with an estimated $245K sold.

  • 37 institutional investors held BioVie (BIVI) as of Q1 2025, down from 41 in Q4 2024.
  • Funds reported $968K of BioVie stock for Q1 2025, down 36% quarter-over-quarter.
  • 6 funds opened new BioVie positions in Q1 2025 and 9 closed out, a net change of -3 holders.
  • The largest BioVie buyer in Q1 2025 was Vanguard Group, an estimated $714K added.
  • The largest BioVie seller in Q1 2025 was Millennium Management, an estimated $245K sold.

Based on aggregated 13F filings for Q1 2025.