BLK icon

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 %
TAM
901
Trust Asset Management
Texas
$1.69M – – –
SAM
902
Sawgrass Asset Management
Florida
$1.69M -$13.3K -13 -0.8%
TW
903
TrinityPoint Wealth
Connecticut
$1.68M +$151K +147 +10%
MFA
904
Mayflower Financial Advisors
Massachusetts
$1.68M -$23.6K -23 -1%
WAM
905
Weatherly Asset Management
California
$1.68M -$6.15K -6 -0.4%
SC
906
Syon Capital
California
$1.67M -$35.9K -35 -2%
WTA
907
Washington Trust Advisors
Massachusetts
$1.67M -$13.3K -13 -0.8%
VF
908
Virtu Financial
New York
$1.66M +$1.66M +1,618 New
SIM
909
Stratos Investment Management
Ohio
$1.66M +$1.66M +1,614 New
SFG
910
SevenBridge Financial Group
Pennsylvania
$1.65M +$355K +359 +27%
WC
911
Waterloo Capital
Texas
$1.65M +$75.9K +74 +5%
HR
912
Hardy Reed
Mississippi
$1.65M – – –
BPAMU
913
BTG Pactual Asset Management US
New York
$1.65M +$1.65M +1,605 New
RAM
914
Redmond Asset Management
Virginia
$1.64M +$58.4K +57 +4%
NP
915
NorthRock Partners
Minnesota
$1.64M +$44.1K +43 +3%
GCM
916
GKV Capital Management
California
$1.64M +$1.64M +1,595 New
AC
917
AlphaCore Capital
California
$1.63M +$1.63M +1,588 New
SWP
918
Sagespring Wealth Partners
Tennessee
$1.62M +$1.62M +1,580 New
LWANC
919
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.62M +$1.62M +1,579 New
BJL
920
Brighton Jones LLC
Washington
$1.61M +$303K +296 +23%
JIC
921
Joel Isaacson & Co
New York
$1.61M +$1.03K +1 +0.1%
BPWM
922
Badgley Phelps Wealth Managers
Washington
$1.6M -$5.13K -5 -0.3%
CBT
923
Crews Bank & Trust
Florida
$1.6M +$1.6M +1,564 New
LGA
924
Lebenthal Global Advisors
New York
$1.59M +$124K +121 +8%
LB
925
Legacy Bridge
Iowa
$1.59M – – –
35 36
37
38 39