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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
4WM
1501
49 Wealth Management
Texas
$253K +$230K +266 New
MTC
1502
McDaniel Terry & Co
Texas
$252K
HIP
1503
HUB Investment Partners
Texas
$252K +$229K +265 New
NRC
1504
New Republic Capital
North Carolina
$251K +$6.06K +7 +3%
AIM
1505
Alhambra Investment Management
Florida
$250K
CCA
1506
Childress Capital Advisors
Texas
$250K +$228K +263 New
TWA
1507
Talisman Wealth Advisors
New Jersey
$248K -$6.06K -7 -3%
HIM
1508
Hanlon Investment Management
New Jersey
$248K +$226K +261 New
NC
1509
NBW Capital
Massachusetts
$248K +$226K +261 New
JWM
1510
JGP Wealth Management
Oregon
$247K -$356K -411 -61%
MHC
1511
Meyer Handelman Company
New York
$247K +$4.33K +5 +2%
OCM
1512
One Capital Management
California
$246K -$56.3K -65 -20%
PP
1513
Patten & Patten
Tennessee
$245K -$865 -1 -0.4%
RB
1514
Renasant Bank
Mississippi
$245K
PCM
1515
Poehling Capital Management
Wisconsin
$242K -$13.8K -16 -6%
IWN
1516
Independent Wealth Network
Iowa
$241K -$4.33K -5 -2%
CFSG
1517
Clark Financial Services Group
Missouri
$241K +$220K +254 New
AWM
1518
Alterna Wealth Management
Texas
$241K +$220K +254 New
LSIA
1519
LaSalle St. Investment Advisors
Illinois
$241K +$220K +254 New
PWS
1520
Proactive Wealth Strategies
Georgia
$241K +$220K +254 New
CWM
1521
Connecticut Wealth Management
Connecticut
$239K +$218K +252 New
ABWM
1522
Alpine Bank Wealth Management
Colorado
$239K +$218K +252 New
MAM
1523
McLean Asset Management
Virginia
$239K +$1.73K +2 +0.8%
CG
1524
Clifford Group
Massachusetts
$238K -$10.4K -12 -5%
AIM
1525
Arcadia Investment Management
Michigan
$237K

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.