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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
ST
1476
Smithfield Trust
Pennsylvania
$272K -$1.73K -2 -0.7%
CWM
1477
Concentric Wealth Management
California
$271K
MCWA
1478
Meadow Creek Wealth Advisors
Georgia
$269K +$245K +283 New
GWP
1479
Gen-Wealth Partners
Michigan
$268K -$10.4K -12 -4%
RWP
1480
Revolve Wealth Partners
New Jersey
$268K +$244K +282 New
FTC
1481
Farmers Trust Company
Ohio
$268K +$17.3K +20 +8%
CFO
1482
CVA Family Office
Colorado
$268K +$24.2K +28 +11%
SPWM
1483
Schrum Private Wealth Management
Florida
$268K +$244K +282 New
NF
1484
Nikulski Financial
Iowa
$268K +$13.8K +16 +6%
NFSG
1485
Newbridge Financial Services Group
Florida
$267K +$22.5K +26 +10%
WPP
1486
Whalerock Point Partners
Rhode Island
$265K
RMCM
1487
Reynders McVeigh Capital Management
Massachusetts
$264K +$241K +278 New
NSAM
1488
North Star Asset Management
Wisconsin
$263K
FDDB
1489
Fidelity D&D Bancorp
Pennsylvania
$263K +$8.65K +10 +4%
LFP
1490
Lakeshore Financial Planning
Michigan
$263K
PWM
1491
Prentice Wealth Management
New York
$261K -$865 -1 -0.4%
IC
1492
Iconiq Capital
California
$261K +$238K +275 New
CFG
1493
Cooper Financial Group
California
$259K -$224K -259 -49%
TAM
1494
Tocqueville Asset Management
New York
$257K -$3.46K -4 -1%
FOA
1495
Five Oceans Advisors
California
$257K
GFG
1496
Greystone Financial Group
Michigan
$256K
SQA
1497
Simon Quick Advisors
New Jersey
$255K +$233K +269 New
WP
1498
Westmount Partners
California
$254K +$6.06K +7 +3%
MA
1499
MONECO Advisors
Connecticut
$254K +$3.46K +4 +2%
RFA
1500
Register Financial Advisors
Georgia
$253K +$865 +1 +0.4%

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.