Y-Intercept (HK)’s Blue Owl Capital OWL Stock Holding History

Y-Intercept (HK)’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 Q3	$1.54M	Sell	169,025 -606,016	-78%	-$6.37M	0.03%	765
2026 Q2	$6.78M	Buy	775,041 +702,779	+973%	+$6.68M	0.13%	190
2026 Q1	$660K	Sell	72,262 -319,064	-82%	-$3.86M	0.01%	1185
2025 Q4	$5.85M	Buy	391,326 +304,636	+351%	+$4.76M	0.13%	181
2025 Q3	$1.47M	Sell	86,690 -215,742	-71%	-$4.1M	0.04%	783
2025 Q2	$5.81M	Buy	302,432 +291,504	+2,667%	+$5.39M	0.14%	177
2025 Q1	$219K	Buy	+10,928	New	+$246K	0.01%	1024
2024 Q4	–	Sell	-104,373	Closed	-$2.02M	–	1531
2024 Q3	$2.02M	Buy	104,373 +91,465	+709%	+$1.63M	0.12%	205
2024 Q2	$229K	Sell	12,908 -59,611	-82%	-$1.09M	0.01%	1130
2024 Q1	$1.37M	Sell	72,519 -82,522	-53%	-$1.38M	0.1%	270
2023 Q4	$2.31M	Buy	+155,041	New	+$2.09M	0.22%	111
2023 Q3	–	Sell	-64,534	Closed	-$752K	–	1451
2023 Q2	$752K	Buy	+64,534	New	+$695K	0.08%	396

Other funds holding OWL

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Granite FO LLC Bedford, New Hampshire $186M AUM 45.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Y-Intercept (HK)'s OWL Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Blue Owl Capital (OWL) stake by 78% in Q3 2026, selling an estimated $6.37M and leaving 169,025 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #765.

Y-Intercept (HK) first reported a position in OWL in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.78M in Q2 2026. 97 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

Y-Intercept (HK) held 169,025 shares of Blue Owl Capital worth $1.54M as of Q3 2026.
Y-Intercept (HK) sold 606,016 Blue Owl Capital shares in Q3 2026, an estimated $6.37M.
Blue Owl Capital made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #765 holding.
Y-Intercept (HK) first reported a position in Blue Owl Capital in Q2 2023 and has held it in 12 quarters since.
Y-Intercept (HK)'s Blue Owl Capital position peaked at $6.78M in Q2 2026.
97 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.