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BlackLine

276 hedge funds and large institutions have $2.37B invested in BlackLine in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $64.4M | Put options by funds: $37.5M

0.57% less ownership

Funds ownership: 107.88%107.31% (-0.57%)

8% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 95

10% less funds holding

Funds holding: 305276 (-29)

29% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 77

33% less capital invested

Capital invested by funds: $3.55B → $2.37B (-$1.18B)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
276
Holders Change
-29
Holders Change %
-9.51%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
55
Increased
87
Reduced
95
Closed
77
Calls
$64.4M
Puts
$37.5M
Net Calls
+$26.9M
Net Calls Change
-$92.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PF
226
PlanVest Financial
Maryland
$7.4K +$8.61K +200 New
QL
227
Quarry LP
New York
$7.4K +$8.61K +200 New
WT
228
Whittier Trust
California
$7.27K +$8.66K +201 New
BIA
229
Bell Investment Advisors
California
$6.81K +$6.25K +145 +372%
PTC
230
Private Trust Company
Ohio
$5.29K
RIL
231
Rothschild Investment LLC
Illinois
$5.11K +$1.42K +33 +31%
IA
232
IFP Advisors
Florida
$4.96K +$5.77K +134 New
EWA
233
EverSource Wealth Advisors
Alabama
$4.7K +$1.68K +39 +44%
BOJHT
234
Bank of Jackson Hole Trust
Wyoming
$4.44K +$5.17K +120 New
DFA
235
DHJJ Financial Advisors
Illinois
$4.03K -$1.16K -27 -20%
Mitsubishi UFJ Asset Management
236
Mitsubishi UFJ Asset Management
Japan
$3.81K
B
237
Birchbrook
Maine
$3.7K
C
238
Covestor
United Kingdom
$3K -$2.97K -69 -45%
MAM
239
Marquette Asset Management
Minnesota
$2.85K +$129 +3 +4%
SWM
240
SHP Wealth Management
Massachusetts
$2.6K
RFP
241
Root Financial Partners
California
$2.29K +$2.67K +62 New
ZBNA
242
Zions Bancorporation, National Association
Utah
$2.29K +$2.67K +62 New
RIAS
243
Rachor Investment Advisory Services
Michigan
$2.07K
PWMG
244
Private Wealth Management Group
New Jersey
$1.89K +$2.2K +51 New
UB
245
UMB Bank
Missouri
$1.81K -$11.4K -264 -84%
EC
246
Elequin Capital
New York
$1.81K -$4.44K -103 -68%
ASN
247
Advisory Services Network
Georgia
$1.81K +$2.11K +49 New
MB
248
MidFirst Bank
Oklahoma
$1.48K -$106K -2,469 -98%
AA
249
Ancora Advisors
Ohio
$1.33K
TCM
250
Triumph Capital Management
Colorado
$1.29K