Massachusetts Financial Services
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Massachusetts Financial Services’s Blue Owl Capital OWL Stock Holding History

Massachusetts Financial Services’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
2025
Q2 		– Sell
-508,038
Closed -$10.2M – 920
2025
Q1 		$10.2M Sell
508,038
-24,667
-5% -$555K ﹤0.01% 659
2024
Q4 		$12.4M Buy
532,705
+175,945
+49% +$4.03M ﹤0.01% 641
2024
Q3 		$6.91M Sell
356,760
-652,254
-65% -$11.6M ﹤0.01% 657
2024
Q2 		$17.9M Buy
+1,009,014
New +$18.5M 0.01% 589

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services's OWL Position: Q2 2025 in Review

Massachusetts Financial Services sold out of Blue Owl Capital (OWL) in Q2 2025, closing a stake of 508,038 shares — an estimated $10.2M sold.

Massachusetts Financial Services first reported a position in OWL in Q2 2024 and held it in 4 quarters. The position peaked at $17.9M in Q2 2024. 474 funds tracked by Wall St. Rank hold OWL as of Q2 2025.

  • Massachusetts Financial Services reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 508,038 Blue Owl Capital shares in Q2 2025, an estimated $10.2M.
  • Massachusetts Financial Services first reported a position in Blue Owl Capital in Q2 2024 and held it in 4 quarters.
  • Massachusetts Financial Services's Blue Owl Capital position peaked at $17.9M in Q2 2024.
  • 474 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Massachusetts Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.