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BlackRock Health Sciences Trust

72 hedge funds and large institutions have $107M invested in BlackRock Health Sciences Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

7% more funds holding

Funds holding: 6772 (+5)

1.97% more ownership

Funds ownership: 21.2%23.17% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $108M → $107M (-$1.35M)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
21
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
Founders Financial Alliance
North Carolina
$622K +$618K +17,051 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$583K -$53.3K -1,470 -8%
HC
28
Hara Capital
Washington
$573K -$54.4K -1,500 -9%
First Trust Advisors
29
First Trust Advisors
Illinois
$544K +$281K +7,754 +108%
NA
30
NewEdge Advisors
Louisiana
$517K +$40.3K +1,111 +8%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$445K -$7.54K -208 -2%
DE
32
Diversified Enterprises
Delaware
$437K +$3.73K +103 +0.9%
NS
33
NBC Securities
Alabama
$426K +$906 +25 +0.2%
HSA
34
HBK Sorce Advisory
Pennsylvania
$423K +$89.8K +2,476 +27%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$386K +$384K +10,594 New
SAM
36
Smith Asset Management
Florida
$352K +$114K +3,136 +48%
ASN
37
Advisory Services Network
Georgia
$334K +$341K +9,412 New
RAM
38
Readystate Asset Management
Illinois
$253K +$251K +6,934 New
SWP
39
Stratos Wealth Partners
Ohio
$251K -$5.58K -154 -2%
OL
40
Owen LaRue
Kentucky
$248K +$246K +6,798 New
TSS
41
Two Sigma Securities
New York
$238K +$237K +6,524 New
OC
42
Oppenheimer & Co
New York
$231K +$1.7K +47 +0.7%
Stifel Financial
43
Stifel Financial
Missouri
$227K -$12.5K -344 -5%
LMKC
44
L.M. Kohn & Company
Ohio
$217K -$25.5K -704 -11%
Calamos Advisors
45
Calamos Advisors
Illinois
$210K -$26.3K -726 -11%
WW
46
Waterfront Wealth
Kansas
$203K
BHWM
47
Beaird Harris Wealth Management
Texas
$182K +$181K +5,000 New
GWM
48
Geneos Wealth Management
Colorado
$179K -$59.2K -1,633 -25%
Comerica Bank
49
Comerica Bank
Texas
$175K
ACM
50
AlphaStar Capital Management
North Carolina
$163K +$26.8K +739 +7%

BME Hedge Fund Activity: Q2 2025 in Review

72 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q2 2025, worth a combined $107M — down 1.2% from $108M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BME positions and 11 closed out — a net gain of 5 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $8.14M. The largest seller was Nova R Wealth, cutting an estimated $1.18M.

  • 72 institutional investors held BlackRock Health Sciences Trust (BME) as of Q2 2025, up from 67 in Q1 2025.
  • Funds reported $107M of BlackRock Health Sciences Trust stock for Q2 2025, down 1.2% quarter-over-quarter.
  • 16 funds opened new BlackRock Health Sciences Trust positions in Q2 2025 and 11 closed out, a net change of +5 holders.
  • The largest BlackRock Health Sciences Trust buyer in Q2 2025 was Shaker Financial Services, an estimated $8.14M added.
  • The largest BlackRock Health Sciences Trust seller in Q2 2025 was Nova R Wealth, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2025.