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Blackrock

1,931 hedge funds and large institutions have $101B invested in Blackrock in 2023 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 613 increasing their positions, 816 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 276 | Existing positions closed: 112

46% more funds holding in top 10

Funds holding in top 10: 2841 (+13)

33% more capital invested

Capital invested by funds: $75.9B → $101B (+$24.7B)

7% more funds holding

Funds holding: 1,8001,931 (+131)

4.72% more ownership

Funds ownership: 78.66%83.38% (+4.7%)

6% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $1.44B

25% less repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 816

Holders
1,931
Holders Change
+131
Holders Change %
+7.28%
% of All Funds
28.15%
Holding in Top 10
41
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+46.43%
% of All Funds
0.6%
New
276
Increased
613
Reduced
816
Closed
112
Calls
$1.35B
Puts
$1.44B
Net Calls
-$93.6M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1626
Visionary Wealth Advisors
Illinois
$242K +$208K +298 New
WA
1627
Wealthstream Advisors
New York
$242K +$208K +298 New
CAM
1628
Carret Asset Management
New York
$241K +$207K +297 New
KCM
1629
KRS Capital Management
Michigan
$241K +$207K +296 New
BB
1630
Bell Bank
North Dakota
$240K +$207K +296 New
DTC
1631
Davidson Trust Company
Washington
$240K +$207K +296 New
NC
1632
Napatree Capital
Rhode Island
$239K +$206K +295 New
RFP
1633
Root Financial Partners
California
$239K +$206K +295 New
NRC
1634
New Republic Capital
North Carolina
$239K +$205K +294 New
SLWA
1635
San Luis Wealth Advisors
California
$237K -$23K -33 -10%
FDS
1636
Freedom Day Solutions
Texas
$236K +$203K +291 New
TWA
1637
TCI Wealth Advisors
Arizona
$236K +$203K +291 New
SFC
1638
SYM Financial Corp
Indiana
$234K +$201K +288 New
VBCG
1639
Valley Brook Capital Group
Pennsylvania
$234K +$201K +288 New
WKSWA
1640
White Knight Strategic Wealth Advisors
New Jersey
$234K +$201K +288 New
BST
1641
Bath Savings Trust
Maine
$233K +$200K +287 New
WCM
1642
Wedge Capital Management
North Carolina
$232K +$200K +286 New
LIM
1643
Leavell Investment Management
Alabama
$231K +$198K +284 New
GFG
1644
Greystone Financial Group
Michigan
$231K +$198K +284 New
WF
1645
Wayfinding Financial
Washington
$230K -$25.1K -36 -11%
FPAS
1646
Focus Partners Advisor Solutions
Missouri
$230K +$198K +283 New
CPL
1647
CAP Partners LLC
Tennessee
$229K +$197K +282 New
CAWM
1648
Capital Advisors Wealth Management
Washington
$228K +$195K +280 New
PBO
1649
Peoples Bank (Ohio)
Ohio
$227K +$195K +280 New
VT
1650
Vise Technologies
New York
$227K -$28.6K -41 -13%

BLK Hedge Fund Activity: Q4 2023 in Review

1,931 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2023, worth a combined $101B — up 33% from $75.9B a quarter earlier.

Buyers outnumbered sellers: 276 funds opened new BLK positions and 112 closed out — a net gain of 164 holders — while 613 added to existing stakes and 816 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.07B. The largest seller was Millennium Management, cutting an estimated $184M.

  • 1,931 institutional investors held Blackrock (BLK) as of Q4 2023, up from 1,800 in Q3 2023.
  • Funds reported $101B of Blackrock stock for Q4 2023, up 33% quarter-over-quarter.
  • 276 funds opened new Blackrock positions in Q4 2023 and 112 closed out, a net change of +164 holders.
  • The largest Blackrock buyer in Q4 2023 was Morgan Stanley, an estimated $3.07B added.
  • The largest Blackrock seller in Q4 2023 was Millennium Management, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2023.