Capstone Investment Advisors
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Capstone Investment Advisors’s Blue Owl Capital OWL Stock Holding History

Capstone Investment Advisors’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$495K Buy
54,269
+34,679
+177% +$419K ﹤0.01% 1143
2025
Q4 		$293K Buy
+19,590
New +$306K ﹤0.01% 1363
2024
Q1 		– Sell
-32,144
Closed -$479K – 2495
2023
Q4 		$479K Buy
+32,144
New +$433K ﹤0.01% 1362
2021
Q4 		– Sell
-28,516
Closed -$444K – 2030
2021
Q3 		$444K Buy
+28,516
New +$396K ﹤0.01% 1589

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Capstone Investment Advisors's OWL Position: Q1 2026 in Review

Capstone Investment Advisors increased its Blue Owl Capital (OWL) stake by 177% in Q1 2026, buying an estimated $419K and bringing the position to 54,269 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Capstone Investment Advisors first reported a position in OWL in Q3 2021 and has held it in 4 quarters since. 545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Capstone Investment Advisors held 54,269 shares of Blue Owl Capital worth $495K as of Q1 2026.
  • Capstone Investment Advisors bought 34,679 Blue Owl Capital shares in Q1 2026, an estimated $419K.
  • Blue Owl Capital made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1143 holding.
  • Capstone Investment Advisors first reported a position in Blue Owl Capital in Q3 2021 and has held it in 4 quarters since.
  • 545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.