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Blackrock

2,167 hedge funds and large institutions have $109B invested in Blackrock in 2025 Q1 according to their latest regulatory filings, with 300 funds opening new positions, 808 increasing their positions, 778 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,167
Holders Change
+122
Holders Change %
+5.97%
% of All Funds
29.43%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.53%
New
300
Increased
808
Reduced
778
Closed
134
Calls
$984M
Puts
$1.62B
Net Calls
-$632M
Net Calls Change
+$231M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
701
Compass Wealth Management
Connecticut
$3.43M -$4.73K -5 -0.1%
DBIA
702
Dumont & Blake Investment Advisors
New Jersey
$3.43M +$3.79K +4 +0.1%
IAA
703
Independent Advisor Alliance
North Carolina
$3.43M +$129K +136 +4%
IPW
704
Inlet Private Wealth
Florida
$3.42M
ZIG
705
Zurich Insurance Group
Switzerland
$3.41M
SSWM
706
Sheets Smith Wealth Management
North Carolina
$3.4M -$9.46K -10 -0.3%
1WA
707
180 Wealth Advisors
Washington
$3.4M +$3.4M +3,596 New
AC
708
Addison Capital
Pennsylvania
$3.38M +$156K +165 +5%
AF
709
Arrow Financial
New York
$3.37M -$2.1M -2,219 -38%
Bessemer Group
710
Bessemer Group
New Jersey
$3.37M -$608K -642 -15%
CWI
711
Conscious Wealth Investments
Florida
$3.36M +$223K +242 +7%
MBTD
712
Mechanics Bank - Trust Department
California
$3.36M -$8.52K -9 -0.3%
RCIM
713
Red Cedar Investment Management
Michigan
$3.34M +$1.6M +1,687 +92%
SPFA
714
Summit Place Financial Advisors
New Jersey
$3.32M +$4.73K +5 +0.1%
PIM
715
Plato Investment Management
Australia
$3.31M -$2.79M -2,912 -46%
Parallax Volatility Advisers
716
Parallax Volatility Advisers
California
$3.31M -$13.3M -14,080 -80%
MAS
717
Meeder Advisory Services
Ohio
$3.3M +$126K +133 +4%
CA
718
Clearstead Advisors
Ohio
$3.29M -$251K -265 -7%
PPWP
719
Premier Path Wealth Partners
New Jersey
$3.29M +$98.4K +104 +3%
VFA
720
Valeo Financial Advisors
Indiana
$3.29M +$39.7K +42 +1%
IA
721
Integrity Alliance
Iowa
$3.29M +$2.87M +3,029 +676%
JWM
722
Jackson Wealth Management
Florida
$3.29M +$18K +19 +0.6%
STA
723
Summit Trail Advisors
New York
$3.27M +$488K +516 +18%
HIM
724
Harbour Investment Management
Washington
$3.27M -$9.47K -10 -0.3%
CA
725
CGN Advisors
Kansas
$3.26M +$1.89K +2 +0.1%