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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
OBWG
1426
Onyx Bridge Wealth Group
New York
$312K +$9.52K +11 +3%
IFWM
1427
Institute for Wealth Management
Colorado
$310K -$6.92K -8 -2%
WCG
1428
Weaver Consulting Group
California
$310K +$3.46K +4 +1%
SFG
1429
Sovereign Financial Group
Connecticut
$309K +$54.5K +63 +24%
PCMF
1430
Private Capital Management (Florida)
Florida
$308K
FSA
1431
Fort Sheridan Advisors
Illinois
$307K
WG
1432
Winton Group
United Kingdom
$307K +$280K +323 New
EW
1433
Element Wealth
Mississippi
$305K -$1.73K -2 -0.6%
TCM
1434
Traynor Capital Management
Pennsylvania
$305K +$16.4K +19 +6%
SGCA
1435
Steel Grove Capital Advisors
Tennessee
$303K
ANBT
1436
American National Bank & Trust
Texas
$303K -$33.8K -39 -11%
BRIA
1437
Balanced Rock Investment Advisors
Massachusetts
$301K -$13.8K -16 -5%
CWP
1438
CFM Wealth Partners
Texas
$299K +$16.4K +19 +6%
POIA
1439
Pin Oak Investment Advisors
Texas
$299K
PG
1440
Patten Group
Tennessee
$298K -$3.46K -4 -1%
VIP
1441
Vista Investment Partners
Oklahoma
$297K +$6.92K +8 +3%
MME
1442
Meag Munich Ergo
Germany
$297K +$125K +144 +85%
GKWIM
1443
Gerber Kawasaki Wealth & Investment Management
California
$297K +$11.3K +13 +4%
RSWA
1444
Robinson Smith Wealth Advisors
Maine
$297K -$865 -1 -0.3%
CCFM
1445
Clear Creek Financial Management
Washington
$295K +$5.19K +6 +2%
FCA
1446
FLC Capital Advisors
California
$295K
MHR
1447
Matthew Hamilton Rosenberg
$295K
CWM
1448
Centric Wealth Management
Illinois
$295K +$1.73K +2 +0.7%
MAWA
1449
Moss Adams Wealth Advisors
Washington
$294K +$30.3K +35 +13%
OR
1450
Olympiad Research
Connecticut
$293K -$119K -138 -31%

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.