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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 %
NAS
1101
Nicolet Advisory Services
Wisconsin
$980K +$6.69K +7 +0.7%
TFA
1102
Transamerica Financial Advisors
Florida
$977K -$143K -139 -13%
HCM
1103
Howard Capital Management
Georgia
$977K +$977K +953 New
SWM
1104
SeaCrest Wealth Management
New York
$976K +$199K +194 +26%
MIC
1105
Maxi Investments CY
Cyprus
$975K +$975K +951 New
KWA
1106
Kingswood Wealth Advisors
California
$974K -$185K -180 -16%
FCA
1107
Fortis Capital Advisors
Kansas
$974K -$7.21K -8 -0.7%
UCB
1108
United Community Bank
South Carolina
$972K -$29.7K -29 -3%
PHIC
1109
Pine Haven Investment Counsel
Massachusetts
$970K +$9.23K +9 +1%
TBA
1110
Tower Bridge Advisors
Pennsylvania
$970K +$65.6K +64 +7%
ZF
1111
Zhang Financial
Michigan
$969K +$53.3K +52 +6%
IA
1112
IFC Advisors
California
$964K +$964K +940 New
MC
1113
Matisse Capital
Oregon
$964K +$964K +940 New
LMKC
1114
L.M. Kohn & Company
Ohio
$963K +$4.1K +4 +0.4%
AFG
1115
ABLE Financial Group
Arizona
$963K +$94.3K +92 +11%
DWA
1116
Douglass Winthrop Advisors
New York
$957K – – –
WA1
1117
Wimmer Associates 1
California
$952K – – –
MCC
1118
Malaga Cove Capital
California
$942K -$4.1K -4 -0.4%
CA
1119
Cullinan Associates
Kentucky
$939K -$205K -200 -18%
VIS
1120
Vega Investment Solutions
France
$938K +$938K +915 New
PCS
1121
Personal CFO Solutions
New Jersey
$934K +$934K +911 New
USCWA
1122
U.S. Capital Wealth Advisors
Texas
$929K +$225K +220 +32%
AWA
1123
Aaron Wealth Advisors
Illinois
$927K +$90.2K +88 +11%
HPM
1124
Hoxton Planning & Management
West Virginia
$924K -$11.3K -11 -1%
PWPS
1125
Pinnacle Wealth Planning Services
Ohio
$923K -$154K -150 -14%
43 44
45
46 47