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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
JIP
1001
Jaffetilchin Investment Partners
Florida
$1.02M -$11.3K -13 -1%
PT
1002
Plimoth Trust
Massachusetts
$1.01M -$69.2K -80 -7%
BFA
1003
Beaumont Financial Advisors
Massachusetts
$1.01M +$48.5K +56 +6%
AWE
1004
Avidian Wealth Enterprises
Texas
$1.01M +$307K +355 +50%
AB
1005
Atlas Brown
Kentucky
$1.01M +$3.46K +4 +0.4%
IAS
1006
Insigneo Advisory Services
Florida
$1.01M -$64K -74 -7%
HWA
1007
Heritage Wealth Advisors
Virginia
$1.01M +$115K +133 +14%
1SB
1008
1ST Source Bank
Indiana
$1M -$2.6K -3 -0.3%
CPIA
1009
Cornell Pochily Investment Advisors
New York
$1M -$25.1K -29 -3%
NCFG
1010
New Century Financial Group
New Jersey
$999K +$131K +151 +17%
PWPS
1011
Pinnacle Wealth Planning Services
Ohio
$997K +$28.6K +33 +3%
RCA
1012
Roberts Capital Advisors
Colorado
$996K
PPWM
1013
Paragon Private Wealth Management
Kentucky
$988K +$96.9K +112 +12%
CFO
1014
Callan Family Office
Pennsylvania
$987K +$383K +442 +74%
BW
1015
Bison Wealth
Georgia
$983K +$112K +129 +14%
WA
1016
WBH Advisory
Maryland
$983K +$865 +1 +0.1%
MC
1017
Middleton & Co
Massachusetts
$983K +$4.33K +5 +0.5%
M
1018
MOTCO
Texas
$980K +$32.9K +38 +4%
MW
1019
Marcum Wealth
Ohio
$975K +$76.2K +88 +9%
CPSC
1020
Carl P. Sherr & Co
Massachusetts
$973K
EGA
1021
E&G Advisors
Texas
$972K -$173K -200 -16%
NAS
1022
Nicolet Advisory Services
Wisconsin
$969K -$30.3K -35 -3%
GSB
1023
Greenfield Savings Bank
Massachusetts
$967K
CWS
1024
Cypress Wealth Services
California
$964K +$15.6K +18 +2%
KC
1025
Kingfisher Capital
North Carolina
$960K +$865 +1 +0.1%

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.