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Orion Portfolio Solutions’s Blue Owl Capital OWL Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.32M Buy
65,816
+7,539
+13% +$170K 0.01% 926
2024
Q4 		$1.36M Buy
58,277
+5,308
+10% +$121K 0.01% 892
2024
Q3 		$1.03M Buy
52,969
+3,649
+7% +$65.2K 0.01% 1026
2024
Q2 		$875K Buy
49,320
+1,573
+3% +$28.9K 0.01% 1047
2024
Q1 		$901K Buy
+47,747
New +$800K 0.01% 1029

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orion Portfolio Solutions's OWL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Blue Owl Capital (OWL) stake by 13% in Q1 2025, buying an estimated $170K and bringing the position to 65,816 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #926.

Orion Portfolio Solutions first reported a position in OWL in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.36M in Q4 2024. 455 funds tracked by Wall St. Rank hold OWL as of Q1 2025.

  • Orion Portfolio Solutions held 65,816 shares of Blue Owl Capital worth $1.32M as of Q1 2025.
  • Orion Portfolio Solutions bought 7,539 Blue Owl Capital shares in Q1 2025, an estimated $170K.
  • Blue Owl Capital made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #926 holding.
  • Orion Portfolio Solutions first reported a position in Blue Owl Capital in Q1 2024 and has held it in 5 quarters since.
  • Orion Portfolio Solutions's Blue Owl Capital position peaked at $1.36M in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.