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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
Wells Fargo
1
Wells Fargo
California
$12.7M -$426K -11,711 -3%
Morgan Stanley
2
Morgan Stanley
New York
$12.2M -$1.12M -30,887 -9%
NRW
3
Nova R Wealth
Kansas
$9.45M -$1M -27,624 -10%
Invesco
4
Invesco
Georgia
$8.09M +$559K +15,381 +8%
Bank of America
5
Bank of America
North Carolina
$8.06M +$1.24M +34,218 +19%
1CP
6
1607 Capital Partners
Virginia
$5.71M -$7.27K -200 -0.1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.29M +$29.7K +818 +0.6%
UBS Group
8
UBS Group
Switzerland
$3.93M -$385K -10,602 -9%
Raymond James Financial
9
Raymond James Financial
Florida
$3.88M +$257K +7,069 +7%
Ameriprise
10
Ameriprise
Minnesota
$2.57M -$70.6K -1,944 -3%
KIM
11
Karpus Investment Management
New York
$2.54M +$569K +15,647 +30%
WAM
12
Wolverine Asset Management
Illinois
$2.28M +$524K +14,411 +31%
CA
13
Cornerstone Advisory
Maryland
$2.28M -$2.84M -78,190 -56%
LPL Financial
14
LPL Financial
California
$2.13M +$107K +2,950 +5%
CPRC
15
Consolidated Portfolio Review Corp
New York
$2.03M +$568K +15,643 +40%
Two Sigma Investments
16
Two Sigma Investments
New York
$1.73M +$413K +11,371 +32%
NRI
17
NFP Retirement Inc
California
$1.64M -$12.2K -335 -0.8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.45M +$12.1K +334 +0.9%
CCMW
19
Cypress Capital Management (Wyoming)
Wyoming
$1.41M -$24.9K -685 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.38M -$77.2K -2,125 -5%
SF
21
Summit Financial
New Jersey
$1.28M +$1.25M +34,499 New
KAS
22
Kestra Advisory Services
Texas
$1.07M -$32.9K -905 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$968K -$60K -1,652 -6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$884K -$109K -2,995 -11%
HighTower Advisors
25
HighTower Advisors
Illinois
$798K -$37.5K -1,031 -5%

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.