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Blackrock

1,806 hedge funds and large institutions have $109B invested in Blackrock in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 683 increasing their positions, 701 reducing their positions, and 290 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

16% more capital invested

Capital invested by funds: $93.5B → $109B (+$15.2B)

3% less repeat investments, than reductions

Existing positions increased: 683 | Existing positions reduced: 701

1.7% less ownership

Funds ownership: 80.21%78.52% (-1.7%)

7% less funds holding

Funds holding: 1,9451,806 (-139)

17% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.55B

41% less first-time investments, than exits

New positions opened: 172 | Existing positions closed: 290

Holders
1,806
Holders Change
-139
Holders Change %
-7.15%
% of All Funds
25.93%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.46%
New
172
Increased
683
Reduced
701
Closed
290
Calls
$1.29B
Puts
$1.55B
Net Calls
-$264M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Compass Wealth Management
Connecticut
$3.46M -$53.7K -62 -2%
DBIA
627
Dumont & Blake Investment Advisors
New Jersey
$3.46M -$3.22M -3,719 -51%
CG
628
Caprock Group
Idaho
$3.45M +$254K +294 +9%
MBTD
629
Mechanics Bank - Trust Department
California
$3.45M -$118K -136 -4%
EH
630
Equitable Holdings
New York
$3.44M +$89.1K +103 +3%
CA
631
CGN Advisors
Kansas
$3.41M +$230K +266 +8%
BFG
632
Bleakley Financial Group
New Jersey
$3.4M -$45.9K -53 -1%
GS
633
GTS Securities
New York
$3.37M +$617K +713 +25%
HSA
634
HBK Sorce Advisory
Pennsylvania
$3.37M -$6.92K -8 -0.2%
CWI
635
Conscious Wealth Investments
Florida
$3.35M -$7.79K -9 -0.3%
AT
636
American Trust
Kentucky
$3.35M -$756K -874 -20%
MA
637
Mutual Advisors
Nebraska
$3.35M -$132K -152 -4%
BWM
638
BKM Wealth Management
Wisconsin
$3.35M -$75.3K -87 -2%
IMRF
639
Illinois Municipal Retirement Fund
Illinois
$3.33M -$4.71M -5,438 -61%
WWM
640
Western Wealth Management
Colorado
$3.33M +$1.85M +2,138 +156%
SPFA
641
Summit Place Financial Advisors
New Jersey
$3.32M -$6.06K -7 -0.2%
VFA
642
Valeo Financial Advisors
Indiana
$3.29M +$206K +238 +7%
UB
643
Umpqua Bank
Oregon
$3.29M -$11.3K -13 -0.4%
FCBT
644
First Citizens Bank & Trust
North Carolina
$3.28M -$67.5K -78 -2%
AAIS
645
ABN AMRO Investment Solutions
$3.27M +$1.63M +1,881 +120%
1WA
646
180 Wealth Advisors
Washington
$3.27M
HIM
647
Harbour Investment Management
Washington
$3.25M -$10.4K -12 -0.3%
WSCM
648
Wellington Shields Capital Management
New York
$3.25M +$4.33K +5 +0.1%
BP
649
Ballentine Partners
Massachusetts
$3.25M +$9.52K +11 +0.3%
NIG
650
NFJ Investment Group
Texas
$3.23M -$42.4K -49 -1%

BLK Hedge Fund Activity: Q3 2024 in Review

1,806 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2024, worth a combined $109B — up 16% from $93.5B a quarter earlier.

Sellers outnumbered buyers: 290 funds closed out of BLK and 172 opened new positions — a net loss of 118 holders — while 701 trimmed existing stakes and 683 added.

The largest buyer was Pathway Financial Advisers, adding an estimated $904M. The largest seller was UBS AM, cutting an estimated $737M.

  • 1,806 institutional investors held Blackrock (BLK) as of Q3 2024, down from 1,945 in Q2 2024.
  • Funds reported $109B of Blackrock stock for Q3 2024, up 16% quarter-over-quarter.
  • 172 funds opened new Blackrock positions in Q3 2024 and 290 closed out, a net change of -118 holders.
  • The largest Blackrock buyer in Q3 2024 was Pathway Financial Advisers, an estimated $904M added.
  • The largest Blackrock seller in Q3 2024 was UBS AM, an estimated $737M sold.

Based on aggregated 13F filings for Q3 2024.