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BlackLine
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Overview Fund Activity

274 hedge funds and large institutions have $3.14B invested in BlackLine in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-28
Holders Change %
-9.27%
% of All Funds
3.72%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
39
Increased
99
Reduced
106
Closed
62
Calls
$120M
Puts
$21M
Net Calls
+$99.3M
Net Calls Change
-$32M

Top Buyers

1
HRCM
Hawk Ridge Capital Management
California
$94.9M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$41M
3
First Manhattan
First Manhattan
New York
$39.5M
4
WHG
Westwood Holdings Group
Texas
$57.4M
5
LSCM
Light Street Capital Management
California
$18.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$175M
2
Brown Advisory
Brown Advisory
Maryland
$294K
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
SRFM
Shannon River Fund Management
New York
$0
5
BlackRock
BlackRock
New York
$415M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
251
Allworth Financial
California
$1.59K +$703 +15 +79%
WWM
252
Wolff Wiese Magana
California
$1.55K -$1.21K -25 -44%
CWC
253
Carolinas Wealth Consulting
North Carolina
$1.53K +$1.53K +32 New
BFS
254
Bare Financial Services
Pennsylvania
$1.5K +$1.5K +31 New
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.36K – – –
SW
256
SVB Wealth
Massachusetts
$1.36K +$1.36K +28 New
PIM
257
Plato Investment Management
Australia
$1.32K – – –
BCMLT
258
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.21K – – –
YAL
259
Your Advocates Ltd
Texas
$1.21K – – –
BIA
260
Bell Investment Advisors
California
$1.16K -$775 -16 -40%
NA
261
NewEdge Advisors
Louisiana
$1.16K -$726 -15 -38%
MA
262
Montag & Associates
Georgia
$1.09K +$1.09K +23 New
N
263
Natixis
France
$1.06K +$1.06K +22 New
MCM
264
MAI Capital Management
Ohio
$969 – – –
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$629 +$629 +13 New
SC
266
Stephens Consulting
Michigan
$485 +$485 +10 New
JWA
267
JFS Wealth Advisors
Pennsylvania
$388 – – –
TWD
268
True Wealth Design
Ohio
$388 +$388 +8 New
FFA
269
Farther Finance Advisors
California
$147 -$343 -7 -70%
AWM
270
Abound Wealth Management
Tennessee
$146 -$49 -1 -25%
A
271
AlphaQuest
New York
$48 -$99K -2,062 -100%
GFPC
272
Global Financial Private Client
Florida
$48 +$48 +1 New
Balyasny Asset Management
273
Balyasny Asset Management
Illinois
– -$24.7M -405,801 Closed
SRFM
274
Shannon River Fund Management
New York
– -$19.8M -326,313 Closed
Norges Bank
275
Norges Bank
Norway
– -$7M -115,182 Closed
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