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Blackrock
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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 %
QC
1276
Quent Capital
New York
$651K -$56.4K -55 -8%
CAM
1277
Cidel Asset Management
Ontario, Canada
$650K -$22.6K -22 -3%
PP
1278
Patron Partners
Texas
$649K -$205K -200 -24%
BFS
1279
BridgePort Financial Solutions
Iowa
$647K +$647K +684 New
GWM
1280
Geneos Wealth Management
Colorado
$644K – – –
GFP
1281
Gryphon Financial Partners
Ohio
$643K +$56.3K +55 +10%
DWG
1282
Darden Wealth Group
Michigan
$642K – – –
AF
1283
Advisornet Financial
Minnesota
$641K -$43.1K -42 -6%
BWP
1284
Burling Wealth Partners
Illinois
$639K +$639K +623 New
CCP
1285
Carmel Capital Partners
California
$639K +$34.9K +34 +6%
TIP
1286
Tandem Investment Partners
New Jersey
$637K +$637K +621 New
HI
1287
Harbour Investments
Wisconsin
$635K +$635K +620 New
PCP
1288
Proficio Capital Partners
Massachusetts
$634K +$166K +162 +35%
KCIC
1289
Kuhn & Co Investment Counsel
Illinois
$634K +$1.03K +1 +0.2%
TL
1290
Tradewinds LLC
North Carolina
$633K +$5.88K +6 +0.9%
IC
1291
Iconiq Capital
California
$632K +$351K +342 +124%
KA
1292
Kozak & Associates
Colorado
$630K – – –
WGCA
1293
Wolf Group Capital Advisors
Virginia
$630K – – –
WG
1294
Winton Group
United Kingdom
$629K +$298K +291 +90%
LA
1295
LVW Advisors
New York
$627K -$71.8K -70 -10%
FFN
1296
Focus Financial Network
Minnesota
$627K +$627K +612 New
ALA
1297
Atlas Legacy Advisors
California
$624K +$624K +609 New
WHCI
1298
W.H. Cornerstone Investments
Massachusetts
$621K +$2.05K +2 +0.3%
SAM
1299
Strategy Asset Managers
California
$620K -$24.6K -24 -4%
LWMM
1300
Legacy Wealth Management (Mississippi)
Mississippi
$618K – – –
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