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Henry Schein

557 hedge funds and large institutions have $8.76B invested in Henry Schein in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 161 increasing their positions, 216 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

652% more call options, than puts

Call options by funds: $117M | Put options by funds: $15.6M

31% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 70

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more funds holding

Funds holding: 540557 (+17)

0.31% more ownership

Funds ownership: 102.7%103.01% (+0.31%)

1% less capital invested

Capital invested by funds: $8.86B → $8.76B (-$103M)

25% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 216

Holders
557
Holders Change
+17
Holders Change %
+3.15%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
92
Increased
161
Reduced
216
Closed
70
Calls
$117M
Puts
$15.6M
Net Calls
+$101M
Net Calls Change
+$92M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
501
Bell Investment Advisors
California
$5.68K
PWMG
502
Private Wealth Management Group
New Jersey
$5.62K -$74 -1 -1%
GM
503
GeoWealth Management
Illinois
$5.27K +$5.68K +77 New
PS
504
Principal Securities
Iowa
$5.12K
S
505
Sachetta
Massachusetts
$4.86K
MCM
506
Manchester Capital Management
Vermont
$4.73K +$222 +3 +5%
SO
507
Sierra Ocean
California
$4.45K
DAM
508
Delta Asset Management
Tennessee
$4.25K
OAJ
509
Ogorek Anthony Joseph
New York
$4K +$5.02K +68 New
BIG
510
Brooklyn Investment Group
New York
$3.84K +$738 +10 +22%
ZBNA
511
Zions Bancorporation, National Association
Utah
$3.83K +$4.13K +56 New
CFD
512
Creative Financial Designs
Indiana
$3.7K
PWMG
513
Prestige Wealth Management Group
New Jersey
$3.15K
HFS
514
Hantz Financial Services
Michigan
$3K +$3.1K +42 New
PB
515
Pinnacle Bancorp
Nebraska
$2.74K -$1.85K -25 -38%
W
516
WealthCollab
Washington
$2.74K
RIL
517
Rothschild Investment LLC
Illinois
$2.74K +$369 +5 +14%
CSPIA
518
Cary Street Partners Investment Advisory
Virginia
$2.74K +$2.95K +40 New
BGAI
519
Bruce G. Allen Investments
Colorado
$2.53K
CT
520
Colonial Trust
South Carolina
$2.33K -$369 -5 -13%
SS
521
SBI Securities
Japan
$2.33K
AWM
522
Activest Wealth Management
Florida
$2.33K +$2.51K +34 New
WA
523
Whipplewood Advisors
Colorado
$2.26K +$2.36K +32 +97%
DF
524
Dunhill Financial
United Kingdom
$2.21K -$295 -4 -11%
CIAM
525
Caitong International Asset Management
Hong Kong
$2.19K -$20.7K -280 -90%

HSIC Hedge Fund Activity: Q1 2025 in Review

557 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Henry Schein (HSIC) for Q1 2025, worth a combined $8.76B — down 1.2% from $8.86B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HSIC positions and 70 closed out — a net gain of 22 holders — while 161 added to existing stakes and 216 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, opening a new position worth an estimated $887M. The largest seller was Generation Investment Management, exiting entirely with an estimated $190M sold.

  • 557 institutional investors held Henry Schein (HSIC) as of Q1 2025, up from 540 in Q4 2024.
  • Funds reported $8.76B of Henry Schein stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 92 funds opened new Henry Schein positions in Q1 2025 and 70 closed out, a net change of +22 holders.
  • The largest Henry Schein buyer in Q1 2025 was Kohlberg Kravis Roberts & Co, an estimated $887M added.
  • The largest Henry Schein seller in Q1 2025 was Generation Investment Management, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2025.