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Blackrock
BLK

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 %
JHCP
1451
Jackson Hole Capital Partners
Oklahoma
$440K +$440K +429 New
HWMG
1452
Hurlow Wealth Management Group
Indiana
$439K +$439K +428 New
MW
1453
MBL Wealth
North Carolina
$438K +$438K +427 New
PTP
1454
Platform Technology Partners
New York
$437K – – –
GCA
1455
Gradient Capital Advisors
California
$436K +$26.6K +26 +7%
CC
1456
Callan Capital
California
$433K +$23.6K +23 +6%
EFG
1457
Ethos Financial Group
Pennsylvania
$433K -$105K -102 -19%
TF
1458
Tudor Financial
Ohio
$431K – – –
HW
1459
Hancock Whitney
Mississippi
$430K -$49.2K -48 -10%
FSC
1460
Full Sail Capital
Oklahoma
$430K -$46.1K -45 -10%
PSP
1461
Principal Street Partners
Tennessee
$428K – – –
VP
1462
Verum Partners
North Carolina
$428K +$7.18K +7 +2%
LIM
1463
Leavell Investment Management
Alabama
$421K -$20.5K -20 -5%
SCP
1464
Sivia Capital Partners
California
$420K +$420K +410 New
RK
1465
Rather & Kittrell
Tennessee
$419K – – –
LPAM
1466
Lodestar Private Asset Management
California
$417K -$40K -39 -9%
HCA
1467
Heck Capital Advisors
Wisconsin
$417K +$417K +407 New
CA
1468
Cambridge Advisors
Nebraska
$416K – – –
A
1469
Argentarii
Ohio
$416K +$416K +406 New
BI
1470
Bradyco Inc
Massachusetts
$414K +$414K +404 New
AIA
1471
AssuredPartners Investment Advisors
Florida
$411K +$411K +401 New
DLA
1472
Douglas Lane & Associates
New York
$410K +$23.6K +23 +6%
CFM
1473
Catalyst Funds Management
Australia
$410K -$513K -500 -56%
BCFD
1474
Boit C.F. David
$410K – – –
VCM
1475
Violich Capital Management
California
$410K – – –
57 58
59
60 61