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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
FMP
1351
Financial Management Professionals
Texas
$373K +$308K +356 +962%
IP
1352
Ignite Planners
California
$372K +$3.46K +4 +1%
PSP
1353
Principal Street Partners
Tennessee
$371K -$10.4K -12 -3%
LTAS
1354
Linden Thomas Advisory Services
North Carolina
$371K +$69.2K +80 +26%
MCWS
1355
McKinley Carter Wealth Services
West Virginia
$370K
BPC
1356
Banque Pictet & Cie
Switzerland
$370K
RZH
1357
Relyea Zuckerberg Hanson
Connecticut
$370K +$37.2K +43 +12%
MWM
1358
Modern Wealth Management
Kansas
$368K +$112K +129 +50%
PWMG
1359
Prestige Wealth Management Group
New Jersey
$368K -$323K -373 -49%
LC
1360
LCNB Corp
Ohio
$367K
MC
1361
Marest Capital
California
$365K +$1.73K +2 +0.5%
BTWM
1362
Baker Tilly Wealth Management
Wisconsin
$365K -$7.79K -9 -2%
DOA
1363
D'Orazio & Associates
Virginia
$364K -$33.8K -39 -9%
PA
1364
PFG Advisors
Arizona
$364K -$19K -22 -5%
AFT
1365
Alpha Family Trust
California
$361K
FVWA
1366
Foster Victor Wealth Advisors
South Carolina
$361K -$17.3K -20 -5%
APW
1367
Acima Private Wealth
Virginia
$360K
FFA
1368
Founders Financial Alliance
North Carolina
$360K -$82.2K -95 -20%
TIA
1369
Tiemann Investment Advisors
California
$359K -$26K -30 -7%
DLA
1370
Douglas Lane & Associates
New York
$358K +$86.5K +100 +36%
SF
1371
Symphony Financial
Texas
$356K -$18.2K -21 -5%
AA
1372
AJ Advisors
Tennessee
$356K +$2.6K +3 +0.8%
EWM
1373
Evermay Wealth Management
Virginia
$355K -$43.3K -50 -12%
JWA
1374
JFS Wealth Advisors
Pennsylvania
$355K +$865 +1 +0.3%
PWM
1375
Palumbo Wealth Management
New York
$354K +$1.73K +2 +0.5%

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.