Jim Simons
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Jim Simons’s Blue Owl Capital OWL Stock Holding History

Jim Simons’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
Q2 		$37.8M Sell
4,323,300
-1,741,900
-29% -$16.5M 0.05% 430
2026
Q1 		$55.4M Buy
6,065,200
+5,790,400
+2,107% +$70M 0.09% 290
2025
Q4 		$4.11M Sell
274,800
-1,334,800
-83% -$20.9M 0.01% 1415
2025
Q3 		$27.3M Sell
1,609,600
-602,600
-27% -$11.5M 0.04% 590
2025
Q2 		$42.5M Buy
2,212,200
+2,101,600
+1,900% +$38.9M 0.06% 399
2025
Q1 		$2.22M Sell
110,600
-141,800
-56% -$3.19M ﹤0.01% 1935
2024
Q4 		$5.87M Sell
252,400
-339,200
-57% -$7.76M 0.01% 1342
2024
Q3 		$11.5M Sell
591,600
-1,016,600
-63% -$18.2M 0.02% 971
2024
Q2 		$28.5M Sell
1,608,200
-500,500
-24% -$9.18M 0.05% 461
2024
Q1 		$39.8M Buy
2,108,700
+1,058,900
+101% +$17.7M 0.06% 376
2023
Q4 		$15.6M Buy
1,049,800
+444,600
+73% +$5.98M 0.02% 724
2023
Q3 		$7.84M Buy
605,200
+178,400
+42% +$2.13M 0.01% 1062
2023
Q2 		$4.97M Buy
+426,800
New +$4.59M 0.01% 1434
2023
Q1 		– Sell
-132,600
Closed -$1.41M – 4287
2022
Q4 		$1.41M Sell
132,600
-654,800
-83% -$6.91M ﹤0.01% 2308
2022
Q3 		$7.27M Buy
787,400
+410,600
+109% +$4.56M 0.01% 1208
2022
Q2 		$3.78M Sell
376,800
-1,702,000
-82% -$20.4M ﹤0.01% 1759
2022
Q1 		$26.4M Buy
2,078,800
+180,100
+9% +$2.28M 0.03% 610
2021
Q4 		$28.3M Buy
1,898,700
+1,838,600
+3,059% +$29M 0.04% 545
2021
Q3 		$935K Buy
+60,100
New +$834K ﹤0.01% 2585

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Iconiq Capital
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lind Value II ApS
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
Caption Management
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Jim Simons's OWL Position: Q2 2026 in Review

Jim Simons reduced its Blue Owl Capital (OWL) stake by 29% in Q2 2026, selling an estimated $16.5M and leaving 4,323,300 shares worth $37.8M. The position accounts for 0.05% of the portfolio, ranked #430.

Jim Simons first reported a position in OWL in Q3 2021 and has held it in 19 quarters since. The position peaked at $55.4M in Q1 2026. 577 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Jim Simons held 4,323,300 shares of Blue Owl Capital worth $37.8M as of Q2 2026.
  • Jim Simons sold 1,741,900 Blue Owl Capital shares in Q2 2026, an estimated $16.5M.
  • Blue Owl Capital made up 0.05% of Jim Simons's portfolio in Q2 2026, its #430 holding.
  • Jim Simons first reported a position in Blue Owl Capital in Q3 2021 and has held it in 19 quarters since.
  • Jim Simons's Blue Owl Capital position peaked at $55.4M in Q1 2026.
  • 577 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.