At Holdings Channel, we have reviewed the latest batch of the 21 most recent 13F filings for the 06/30/2025 reporting period, and noticed that Boston Scientific Corp. (Symbol: BSX) was held by 11 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in BSX positions, for this latest batch of 13F filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000's) |
|---|---|---|---|
| R Squared Ltd | Existing | +7,826 | +$889 |
| Caisse Des Depots ET Consignations | Existing | -1,663 | +$351 |
| Cambridge Investment Research Advisors Inc. | Existing | +5,731 | +$931 |
| United Community Bank | Existing | UNCH | +$1 |
| Oak Harbor Wealth Partners LLC | Existing | +860 | +$118 |
| Azzad Asset Management Inc. ADV | Existing | +86 | +$156 |
| GLOBALT Investments LLC GA | Existing | +754 | +$137 |
| Catalyst Capital Advisors LLC | Existing | +687 | +$84 |
| Red Wave Investments LLC | Existing | UNCH | +$14 |
| Nilsine Partners LLC | Existing | +31,341 | +$3,400 |
| Rational Advisors Inc. | NEW | +432 | +$46 |
| Aggregate Change: | +46,054 | +$6,127 | |
In terms of shares owned, we count 7 of the above funds having increased existing BSX positions from 03/31/2025 to 06/30/2025, with 1 having decreased their position and 1 new position. Worth noting is that Caitong International Asset Management Co. Ltd, included in this recent batch of 13F filers, exited BSX common stock as of 06/30/2025.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the BSX share count in the aggregate among all of the funds which held BSX at the 06/30/2025 reporting period (out of the 2,951 we looked at in total). We then compared that number to the sum total of BSX shares those same funds held back at the 03/31/2025 period, to see how the aggregate share count held by hedge funds has moved for BSX. We found that between these two periods, funds increased their holdings by 5,725,459 shares in the aggregate, from 53,975,156 up to 59,700,615 for a share count increase of approximately 10.61%. The overall top three funds holding BSX on 06/30/2025 were:
| » | Fund | Shares of BSX Held |
|---|---|---|
| 1. | Ninety One UK Ltd | 5,146,218 |
| 2. | Vontobel Holding Ltd. | 4,286,905 |
| 3. | Robeco Institutional Asset Management B.V. | 3,145,777 |
| 4-10 | Find out the full Top 10 Hedge Funds Holding BSX | » |
We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Boston Scientific Corp. (Symbol: BSX).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
