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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 %
APW
1376
Austin Private Wealth
Texas
$526K +$57.4K +56 +12%
TC
1377
Trilogy Capital
California
$524K -$18.5K -18 -3%
AAP
1378
Arax Advisory Partners
Colorado
$524K +$73.8K +72 +16%
GIM
1379
Goelzer Investment Management
Indiana
$523K +$523K +510 New
RFP
1380
Root Financial Partners
California
$523K +$154K +150 +42%
Capstone Investment Advisors
1381
Capstone Investment Advisors
New York
$522K +$402K +392 +335%
BTI
1382
Blue Trust Inc
Georgia
$520K -$402K -392 -44%
VAG
1383
VisionPoint Advisory Group
Texas
$520K -$262K -258 -34%
ATWA
1384
Arbor Trust Wealth Advisors
Michigan
$520K – – –
ECG
1385
Edge Capital Group
Georgia
$520K +$20.5K +20 +4%
SFG
1386
Sather Financial Group
Texas
$518K – – –
GIA
1387
Guyasuta Investment Advisors
Pennsylvania
$518K – – –
MSRI
1388
Michael S. Ryan Inc
New York
$517K +$12.3K +12 +2%
RP
1389
Riverwater Partners
Wisconsin
$517K +$517K +504 New
LIM
1390
Loudon Investment Management
New Hampshire
$513K – – –
ORC
1391
O'Rourke & Company
Massachusetts
$512K +$512K +499 New
WA
1392
Wambolt & Associates
Colorado
$512K +$512K +499 New
SCM
1393
Sterling Capital Management
North Carolina
$512K +$438K +427 +593%
MA
1394
MCF Advisors
Kentucky
$511K +$73.8K +72 +17%
NC
1395
Napatree Capital
Rhode Island
$509K -$72.8K -71 -13%
SIA
1396
Soltis Investment Advisors
Utah
$509K +$54.4K +53 +12%
FMWA
1397
Forvis Mazars Wealth Advisors
Missouri
$504K +$504K +492 New
KA
1398
Klingman & Associates
New York
$503K +$3.08K +3 +0.6%
RDWM
1399
Red Door Wealth Management
Tennessee
$503K +$97.3K +95 +24%
IF
1400
Integrity Financial
Wyoming
$502K +$2.05K +2 +0.4%
54 55
56
57 58