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Blackrock

1,717 hedge funds and large institutions have $65B invested in Blackrock in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 786 increasing their positions, 586 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 786 | Existing positions reduced: 586

0.71% more ownership

Funds ownership: 77.63%78.34% (+0.71%)

8% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 114

2% less funds holding

Funds holding: 1,7511,717 (-34)

9% less capital invested

Capital invested by funds: $71.1B → $65B (-$6.15B)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

13% less call options, than puts

Call options by funds: $916M | Put options by funds: $1.05B

Holders
1,717
Holders Change
-34
Holders Change %
-1.94%
% of All Funds
29.57%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.45%
New
105
Increased
786
Reduced
586
Closed
114
Calls
$916M
Puts
$1.05B
Net Calls
-$134M
Net Calls Change
+$347M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1651
Center for Financial Planning
Michigan
$14K
MW
1652
Milestone Wealth
New York
$14K
WIM
1653
Westside Investment Management
California
$13.8K
BCMLT
1654
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K
BBPWM
1655
Blue Bell Private Wealth Management
Pennsylvania
$13K
TJHA
1656
Thomas J. Herzfeld Advisors
Florida
$13K
M1FG
1657
Mach-1 Financial Group
Arkansas
$13K +$2.62K +4 +20%
MFT
1658
Moisand Fitzgerald Tamayo
Florida
$13K +$15.1K +23 New
HS
1659
Horan Securities
United States
$12K -$9.16K -14 -39%
CFD
1660
Creative Financial Designs
Indiana
$12K
Baillie Gifford & Co
1661
Baillie Gifford & Co
United Kingdom
$12K +$1.31K +2 +11%
RWML
1662
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$11.6K
LFA
1663
Legend Financial Advisors
Pennsylvania
$11.6K +$13.7K +21 New
FPB
1664
First PREMIER Bank
South Dakota
$11K -$5.89K -9 -31%
AW
1665
Avion Wealth
Texas
$11K
CMA
1666
Cedar Mountain Advisors
Oregon
$10K
FCMT
1667
Founders Capital Management (Texas)
Texas
$10K
KFP
1668
KB Financial Partners
New Jersey
$10K
MRCM
1669
M&R Capital Management
New Jersey
$10K
SIS
1670
Sound Income Strategies
Florida
$10K +$1.96K +3 +19%
CSPAM
1671
Cary Street Partners Asset Management
Virginia
$10K +$12.4K +19 New
HFM
1672
Harvest Fund Management
China
$10K +$12.4K +19 New
CP
1673
Castleview Partners
Texas
$9K -$12.9M -19,701 -100%
HIM
1674
Hillsdale Investment Management
Ontario, Canada
$9K -$38K -58 -78%
CSB
1675
City State Bank
Iowa
$9K

BLK Hedge Fund Activity: Q3 2022 in Review

1,717 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2022, worth a combined $65B — down 8.7% from $71.1B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of BLK and 105 opened new positions — a net loss of 9 holders — while 586 trimmed existing stakes and 786 added.

The largest buyer was Fisher Asset Management, adding an estimated $996M. The largest seller was Wellington Management Group, cutting an estimated $820M.

  • 1,717 institutional investors held Blackrock (BLK) as of Q3 2022, down from 1,751 in Q2 2022.
  • Funds reported $65B of Blackrock stock for Q3 2022, down 8.7% quarter-over-quarter.
  • 105 funds opened new Blackrock positions in Q3 2022 and 114 closed out, a net change of -9 holders.
  • The largest Blackrock buyer in Q3 2022 was Fisher Asset Management, an estimated $996M added.
  • The largest Blackrock seller in Q3 2022 was Wellington Management Group, an estimated $820M sold.

Based on aggregated 13F filings for Q3 2022.