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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
WAM
851
Weatherly Asset Management
California
$1.56M +$72.7K +84 +5%
LIG
852
Lokken Investment Group
Delaware
$1.55M +$109K +126 +8%
VA
853
Vident Advisory
Georgia
$1.55M -$151K -174 -10%
ST
854
Sentinel Trust
Texas
$1.54M
SVWAG
855
Sound View Wealth Advisors Group
Georgia
$1.54M +$54.5K +63 +4%
HR
856
Hardy Reed
Mississippi
$1.53M +$6.92K +8 +0.5%
SWM
857
Salvus Wealth Management
New Jersey
$1.52M +$35.5K +41 +3%
AWA
858
Arete Wealth Advisors
Illinois
$1.52M -$301K -348 -18%
SLT
859
St Louis Trust
Missouri
$1.52M -$210K -243 -13%
MTC
860
Matrix Trust Company
Colorado
$1.52M +$20.8K +24 +2%
AFG
861
Atomi Financial Group
New York
$1.51M +$305K +352 +28%
MCM
862
Manchester Capital Management
Vermont
$1.5M +$17.3K +20 +1%
BPWM
863
Badgley Phelps Wealth Managers
Washington
$1.49M +$575K +664 +73%
JIC
864
Joel Isaacson & Co
New York
$1.49M -$67.5K -78 -5%
NP
865
NorthRock Partners
Minnesota
$1.48M +$52.8K +61 +4%
GCA
866
Genesee Capital Advisors
New York
$1.48M -$52.8K -61 -4%
LB
867
Legacy Bridge
Iowa
$1.47M -$6.92K -8 -0.5%
OIS
868
Okabena Investment Services
Minnesota
$1.47M +$92.6K +107 +7%
RAM
869
Redmond Asset Management
Virginia
$1.47M -$6.92K -8 -0.5%
MP
870
McDonald Partners
Ohio
$1.47M +$24.2K +28 +2%
WC
871
Waterloo Capital
Texas
$1.46M +$667K +771 +101%
VA
872
Valmark Advisers
Ohio
$1.45M +$65.8K +76 +5%
MGIA
873
Moneta Group Investment Advisors
Missouri
$1.45M -$121K -140 -8%
VWM
874
Venturi Wealth Management
Texas
$1.45M +$9.52K +11 +0.7%
CI
875
Cigna Investments
Connecticut
$1.45M -$16.4K -19 -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.