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BlackRock Health Sciences Trust

76 hedge funds and large institutions have $106M invested in BlackRock Health Sciences Trust in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

6% more funds holding

Funds holding: 7276 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $107M → $106M (-$442K)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

1.58% less ownership

Funds ownership: 23.17%21.59% (-1.6%)

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
24
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
Founders Financial Alliance
North Carolina
$717K +$80.4K +2,212 +13%
First Trust Advisors
27
First Trust Advisors
Illinois
$681K +$122K +3,358 +22%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$598K +$3.05K +84 +0.5%
Calamos Advisors
29
Calamos Advisors
Illinois
$591K +$368K +10,121 +176%
HC
30
Hara Capital
Washington
$572K -$13.1K -360 -2%
NA
31
NewEdge Advisors
Louisiana
$506K -$21.5K -591 -4%
HSA
32
HBK Sorce Advisory
Pennsylvania
$476K +$39.3K +1,082 +9%
NS
33
NBC Securities
Alabama
$443K +$8.1K +223 +2%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$437K -$16.9K -466 -4%
CA
35
Cornerstone Advisors
North Carolina
$426K +$415K +11,429 New
DE
36
Diversified Enterprises
Delaware
$404K -$41.4K -1,138 -9%
Stifel Financial
37
Stifel Financial
Missouri
$395K +$159K +4,372 +70%
SAM
38
Smith Asset Management
Florida
$394K +$33.4K +918 +9%
PFO
39
PMG Family Office
Texas
$324K +$316K +8,708 New
SWP
40
Stratos Wealth Partners
Ohio
$286K +$28.7K +790 +11%
RAM
41
Readystate Asset Management
Illinois
$257K -$1.38K -38 -0.5%
OC
42
Oppenheimer & Co
New York
$250K +$13.6K +373 +6%
Jane Street
43
Jane Street
New York
$250K +$244K +6,705 New
OL
44
Owen LaRue
Kentucky
$225K -$27.7K -763 -11%
WW
45
Waterfront Wealth
Kansas
$213K
LMKC
46
L.M. Kohn & Company
Ohio
$212K -$9.45K -260 -4%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$209K +$204K +5,623 New
Truist Financial
48
Truist Financial
North Carolina
$205K +$200K +5,505 New
SIC
49
Sage Investment Counsel
Tennessee
$201K +$196K +5,400 New
GWM
50
Geneos Wealth Management
Colorado
$182K

BME Hedge Fund Activity: Q3 2025 in Review

76 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Health Sciences Trust (BME) for Q3 2025, worth a combined $106M — down 0.41% from $107M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BME positions and 9 closed out — a net gain of 5 holders — while 24 added to existing stakes and 25 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $1.25M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $3.22M sold.

  • 76 institutional investors held BlackRock Health Sciences Trust (BME) as of Q3 2025, up from 72 in Q2 2025.
  • Funds reported $106M of BlackRock Health Sciences Trust stock for Q3 2025, down 0.41% quarter-over-quarter.
  • 14 funds opened new BlackRock Health Sciences Trust positions in Q3 2025 and 9 closed out, a net change of +5 holders.
  • The largest BlackRock Health Sciences Trust buyer in Q3 2025 was Summit Financial, an estimated $1.25M added.
  • The largest BlackRock Health Sciences Trust seller in Q3 2025 was Shaker Financial Services, an estimated $3.22M sold.

Based on aggregated 13F filings for Q3 2025.