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Blackrock
BLK

Overview Fund Activity

2,045 hedge funds and large institutions have $121B invested in Blackrock in 2024 Q4 according to their latest regulatory filings, with 498 funds opening new positions, 664 increasing their positions, 646 reducing their positions, and 210 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,045
Holders Change
+251
Holders Change %
+13.99%
% of All Funds
27.22%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
0.53%
New
498
Increased
664
Reduced
646
Closed
210
Calls
$1.28B
Puts
$2.15B
Net Calls
-$863M
Net Calls Change
-$598M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$899M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$573M
3
Amundi
Amundi
France
+$529M
4
BlackRock
BlackRock
New York
+$428M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
+$344M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.48B
2
PFA
Pathway Financial Advisers
Indiana
-$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$326M
4
Bank of America
Bank of America
North Carolina
-$272M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
526
Stratos Wealth Partners
Ohio
$5.98M +$5.98M +5,835 New
GRP
527
Global Retirement Partners
California
$5.97M +$1.07M +1,046 +22%
SF
528
Synovus Financial
Georgia
$5.95M +$126K +123 +2%
MGP
529
Metis Global Partners
California
$5.93M +$369K +360 +7%
DAS
530
Dynamic Advisor Solutions
Arizona
$5.93M -$412K -402 -7%
AF
531
Arrow Financial
New York
$5.93M +$1.03K +1 +0%
BCM
532
Bourgeon Capital Management
Connecticut
$5.88M -$67.7K -66 -1%
EGM
533
Engineers Gate Manager
New York
$5.88M +$5.88M +5,733 New
PWP
534
Principle Wealth Partners
Connecticut
$5.87M -$123K -120 -2%
MCM
535
Maltese Capital Management
New York
$5.84M +$1.23M +1,200 +27%
RWA
536
River Wealth Advisors
Pennsylvania
$5.8M +$935K +912 +19%
HA
537
Huntleigh Advisors
Missouri
$5.79M +$5.79M +5,652 New
APWM
538
Argonautica Private Wealth Management
Massachusetts
$5.78M +$5.78M +5,643 New
CFO
539
Callan Family Office
Pennsylvania
$5.76M +$4.7M +4,583 +441%
LWM
540
Lyell Wealth Management
California
$5.71M -$27.7K -27 -0.5%
JPWM
541
Jamison Private Wealth Management
Georgia
$5.7M +$101K +99 +2%
PS
542
Principal Securities
Iowa
$5.69M +$261K +255 +5%
MCP
543
Mirador Capital Partners
California
$5.67M +$14.4K +14 +0.3%
ACM
544
Alpha Capital Management
Texas
$5.67M -$50.2K -49 -0.9%
MIS
545
Morningstar Investment Services
Illinois
$5.67M -$47.4M -46,199 -89%
KTM
546
Keeler Thomas Management
Utah
$5.64M -$214K -209 -4%
HWM
547
Hohimer Wealth Management
Washington
$5.64M +$71.8K +70 +1%
SFO
548
Stokes Family Office
Louisiana
$5.63M +$67.7K +66 +1%
WFMPM
549
Woodley Farra Manion Portfolio Management
Indiana
$5.61M -$15.4K -15 -0.3%
GMA
550
Glassy Mountain Advisors
Maryland
$5.6M +$5.6M +5,465 New
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