We are live on ! Find out more
BLK icon

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
FFG
1176
Fortem Financial Group
California
$625K +$569K +658 New
LFA
1177
Legacy Financial Advisors
Kentucky
$624K +$40.7K +47 +8%
CWP
1178
Concord Wealth Partners
Virginia
$624K +$16.4K +19 +3%
CAM
1179
Cidel Asset Management
Ontario, Canada
$623K
WA
1180
Wealth Alliance
New York
$623K -$15.6K -18 -3%
RTC
1181
Riverview Trust Company
Washington
$622K +$3.46K +4 +0.6%
BAM
1182
Berkshire Asset Management
Pennsylvania
$621K
WAL
1183
W Advisors LLC
Tennessee
$619K +$6.06K +7 +1%
WLG
1184
Williamson Legacy Group
Indiana
$618K +$563K +651 New
ARMT
1185
Amica Retiree Medical Trust
Rhode Island
$614K +$560K +647 New
NHT
1186
New Hampshire Trust
New Hampshire
$610K
TL
1187
Tradewinds LLC
North Carolina
$608K -$865 -1 -0.2%
WMA
1188
West Michigan Advisors
Michigan
$608K +$101K +117 +22%
OWP
1189
Obermeyer Wealth Partners
Colorado
$607K -$11.3K -13 -2%
DWM
1190
Drive Wealth Management
Utah
$605K
PAM
1191
Paradigm Asset Management
New York
$605K
LAS
1192
Legacy Advisory Services
Pennsylvania
$605K +$1.73K +2 +0.3%
WC
1193
Weil Company
California
$604K +$206K +238 +60%
BB
1194
Bell Bank
North Dakota
$603K -$865 -1 -0.2%
OKSA
1195
O'Keefe Stevens Advisory
New York
$598K +$151K +174 +38%
GWM
1196
Geneos Wealth Management
Colorado
$598K +$26.8K +31 +5%
SAM
1197
Strategy Asset Managers
California
$597K +$16.4K +19 +3%
NAG
1198
Northstar Advisory Group
New Jersey
$595K -$2.6K -3 -0.5%
DWG
1199
Darden Wealth Group
Michigan
$595K
VCM
1200
Virtue Capital Management
Tennessee
$592K -$47.6K -55 -8%

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.