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BGB

Blackstone Strategic Credit 2027 Term Fund
BGB

84 hedge funds and large institutions have $239M invested in Blackstone Strategic Credit 2027 Term Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

6% more funds holding

Funds holding: 79 → 84 (+5)

1% more capital invested

Capital invested by funds: $237M → $239M (+$1.7M)

0.14% more ownership

Funds ownership: 43.83% → 43.97% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
29
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MYIA
Mount Yale Investment Advisors
Colorado
+$3.43M
2
CAM
Cresset Asset Management
Illinois
+$3.21M
3
TCA
Transcend Capital Advisors
New Jersey
+$3.19M
4
SIA
Sit Investment Associates
Minnesota
+$1.11M
5
Wells Fargo
Wells Fargo
California
+$957K

Top Sellers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$9.64M
2
CBA
Coastal Bridge Advisors
Connecticut
-$4.58M
3
RAM
Readystate Asset Management
Illinois
-$1.01M
4
GC
Guggenheim Capital
Illinois
-$744K
5
COLIM
City of London Investment Management
United Kingdom
-$604K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPAMU
51
BTG Pactual Asset Management US
New York
$245K -$7.78K -628 -3%
SCA
52
Snowden Capital Advisors
New York
$243K – – –
ASN
53
Advisory Services Network
Georgia
$240K -$37.2K -3,000 -13%
WLPWM
54
Walled Lake Planning & Wealth Management
Illinois
$232K – – –
PWM
55
Perigon Wealth Management
California
$230K -$53.2K -4,295 -18%
CCG
56
Catalina Capital Group
California
$218K +$222K +17,923 New
EFS
57
Essex Financial Services
Connecticut
$203K +$25 +2 +0%
EFG
58
Ethos Financial Group
Pennsylvania
$188K +$191K +15,434 New
Jane Street
59
Jane Street
New York
$185K +$188K +15,216 New
SA
60
Sanctuary Advisors
Indiana
$170K -$2.8K -226 -2%
JSL
61
JT Stratford LLC
Georgia
$164K +$40.7K +3,285 +32%
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$152K – – –
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$143K – – –
NFG
64
Nations Financial Group
Iowa
$142K – – –
KFGK
65
Keystone Financial Group (Kentucky)
Kentucky
$140K -$619 -50 -0.4%
M&T Bank
66
M&T Bank
New York
$138K – – –
MWM
67
Melfa Wealth Management
Massachusetts
$136K – – –
AWM
68
Apollon Wealth Management
South Carolina
$127K – – –
IFG
69
Independent Financial Group
California
$125K -$83K -6,700 -40%
GLLW
70
Graves Light Lenhart Wealth
Virginia
$122K – – –
Comerica Bank
71
Comerica Bank
Texas
$95.9K +$7.26K +586 +8%
CSPIA
72
Cary Street Partners Investment Advisory
Virginia
$90.1K – – –
HCM
73
Horrell Capital Management
Arkansas
$60.9K – – –
AAS
74
Ameritas Advisory Services
Nebraska
$53.5K – – –
SWM
75
Spire Wealth Management
Virginia
$30.4K – – –
1 2
3
4

BGB Hedge Fund Activity: Q3 2025 in Review

84 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Blackstone Strategic Credit 2027 Term Fund (BGB) for Q3 2025, worth a combined $239M — up 0.72% from $237M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BGB positions and 5 closed out — a net gain of 5 holders — while 29 added to existing stakes and 25 trimmed.

The largest buyer was Mount Yale Investment Advisors, opening a new position worth an estimated $3.43M. The largest seller was Pathstone Holdings, cutting an estimated $9.64M.

  • 84 institutional investors held Blackstone Strategic Credit 2027 Term Fund (BGB) as of Q3 2025, up from 79 in Q2 2025.
  • Funds reported $239M of Blackstone Strategic Credit 2027 Term Fund stock for Q3 2025, up 0.72% quarter-over-quarter.
  • 10 funds opened new Blackstone Strategic Credit 2027 Term Fund positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest Blackstone Strategic Credit 2027 Term Fund buyer in Q3 2025 was Mount Yale Investment Advisors, an estimated $3.43M added.
  • The largest Blackstone Strategic Credit 2027 Term Fund seller in Q3 2025 was Pathstone Holdings, an estimated $9.64M sold.

Based on aggregated 13F filings for Q3 2025.