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BlackRock Science and Technology Term Trust

114 hedge funds and large institutions have $419M invested in BlackRock Science and Technology Term Trust in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $394M → $419M (+$24.8M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.13% less ownership

Funds ownership: 26.29%26.15% (-0.13%)

1% less funds holding

Funds holding: 115114 (-1)

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
53
Reduced
23
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$81.9M -$9.32M -433,745 -11%
Morgan Stanley
2
Morgan Stanley
New York
$66.7M +$4.44M +206,643 +7%
RCM
3
Rivernorth Capital Management
Florida
$29.7M +$1.11M +51,790 +4%
UBS Group
4
UBS Group
Switzerland
$26.3M -$1.01M -46,858 -4%
Invesco
5
Invesco
Georgia
$21.9M -$22.4K -1,043 -0.1%
Bank of America
6
Bank of America
North Carolina
$21.3M +$2.97M +138,030 +17%
Raymond James Financial
7
Raymond James Financial
Florida
$21.1M -$4.75M -221,111 -19%
PCM
8
Penserra Capital Management
California
$20.8M +$2.58M +119,839 +15%
WS
9
Wedbush Securities
California
$15.3M -$189K -8,813 -1%
Lazard Asset Management
10
Lazard Asset Management
New York
$15.1M +$7.35M +342,054 +101%
PCR
11
Potrero Capital Research
California
$12M
FHA
12
Flagship Harbor Advisors
Massachusetts
$7.15M -$298K -13,869 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.45M -$795K -37,009 -11%
KIM
14
Karpus Investment Management
New York
$4.8M -$4.79M -222,939 -51%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$4.65M +$610K +28,401 +16%
LPL Financial
16
LPL Financial
California
$4.31M +$440K +20,487 +12%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$4.12M +$616K +28,671 +19%
OC
18
Oppenheimer & Co
New York
$4.07M +$176K +8,196 +5%
SPIA
19
Steward Partners Investment Advisory
New York
$3.4M +$1.52M +70,534 +85%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$2.84M +$66.2K +3,081 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.54M +$292K +13,581 +13%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.14M -$150K -6,960 -7%
IFG
23
Independent Financial Group
California
$2.07M +$442K +20,550 +28%
Stifel Financial
24
Stifel Financial
Missouri
$2.04M +$35.7K +1,663 +2%
SA
25
Sanctuary Advisors
Indiana
$1.97M +$203K +9,453 +12%

BSTZ Hedge Fund Activity: Q3 2025 in Review

114 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q3 2025, worth a combined $419M — up 6.3% from $394M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BSTZ positions and 18 closed out — a net gain of 1 holder — while 53 added to existing stakes and 23 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $7.35M. The largest seller was Saba Capital Management, cutting an estimated $9.32M.

  • 114 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q3 2025, down from 115 in Q2 2025.
  • Funds reported $419M of BlackRock Science and Technology Term Trust stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 19 funds opened new BlackRock Science and Technology Term Trust positions in Q3 2025 and 18 closed out, a net change of +1 holder.
  • The largest BlackRock Science and Technology Term Trust buyer in Q3 2025 was Lazard Asset Management, an estimated $7.35M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q3 2025 was Saba Capital Management, an estimated $9.32M sold.

Based on aggregated 13F filings for Q3 2025.