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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

92 hedge funds and large institutions have $383M invested in BlackRock Capital Allocation Term Trust in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
32
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$22.9M
3
Bank of America
3
Bank of America
North Carolina
$21.6M
4
Jane Street
4
Jane Street
New York
$1.49M
5
Raymond James Financial
5
Raymond James Financial
Florida
$5.66M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$118M
2
RCM
2
Rivernorth Capital Management
Florida
$4.51M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.7M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$949K
Name Market Value Shares Shares
Change 		Shares
Change %
NS
76
NBC Securities
Alabama
$46K 3,093 +59 +2%
RTL
77
Red Tortoise LLC
Georgia
$33.3K 2,200 +2,200 New
GWM
78
Geneos Wealth Management
Colorado
$31K 2,045 +1,582 +342%
AF
79
Advisornet Financial
Minnesota
$29.5K 1,947 +885 +83%
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$27.2K 1,795 -4,200 -70%
BBHC
81
Brown Brothers Harriman & Co
New York
$15.1K 1,000 +1,000 New
FCMT
82
Founders Capital Management (Texas)
Texas
$13.6K 900 – –
GCM
83
Gables Capital Management
Florida
$13.3K 876 – –
WA
84
WPG Advisers
Maryland
$13.1K 867 -779 -47%
AWM
85
Atticus Wealth Management
Florida
$11.8K 780 – –
RL
86
Rogco LP
Oklahoma
$11.3K 748 – –
NFSG
87
Newbridge Financial Services Group
Florida
$9.72K 642 +642 New
TJHA
88
Thomas J. Herzfeld Advisors
Florida
$6.44K 425 -5 -1%
GRP
89
Global Retirement Partners
California
$6.36K 420 +420 New
RFA
90
Reyes Financial Architecture
California
$5.1K 337 +337 New
ME
91
McIlrath & Eck
Washington
$4.24K 280 – –
AF
92
Allworth Financial
California
$357 24 +8 +50%
Pathstone Holdings
93
Pathstone Holdings
New Jersey
– – -143,719 Closed
WAM
94
Wolverine Asset Management
Illinois
– – -114,083 Closed
ARC
95
Advisor Resource Council
Texas
– – -102,944 Closed
SWA
96
SOA Wealth Advisors
New York
– – -75,069 Closed
RAM
97
Readystate Asset Management
Illinois
– – -47,532 Closed
IC
98
IEQ Capital
California
– – -45,308 Closed
TCA
99
Transcend Capital Advisors
New Jersey
– – -44,608 Closed
EC
100
Elequin Capital
New York
– – -34,464 Closed
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