We are live on ! Find out more
BLK icon

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
Capstone Investment Advisors
1726
Capstone Investment Advisors
New York
$150K -$3.47M -4,964 -96%
MAWCM
1727
Mine & Arao Wealth Creation & Management
California
$149K
AAP
1728
Arax Advisory Partners
Colorado
$148K +$5.58K +8 +5%
PIM
1729
Plato Investment Management
Australia
$140K +$120K +172 New
RFA
1730
Resurgent Financial Advisors
Georgia
$138K
SL
1731
Salomon & Ludwin
Virginia
$138K
HDIM
1732
Hanson & Doremus Investment Management
Vermont
$136K
CAS
1733
Coppell Advisory Solutions
Texas
$136K +$112K +160 +2,286%
GWSG
1734
GPS Wealth Strategies Group
Colorado
$130K -$34.9K -50 -24%
WPA
1735
West Paces Advisors
Georgia
$129K +$4.19K +6 +4%
CB
1736
Centennial Bank
Arkansas
$129K +$23K +33 +26%
GJIA
1737
Glass Jacobson Investment Advisors
Maryland
$125K -$9.07K -13 -8%
DMBA
1738
Deseret Mutual Benefit Administrators
Utah
$125K -$19.5K -28 -15%
SWA
1739
SOA Wealth Advisors
New York
$124K +$8.38K +12 +9%
FPFS
1740
First Personal Financial Services
North Carolina
$123K -$9.07K -13 -8%
EBA
1741
Eagle Bay Advisors
New York
$123K -$5.58K -8 -5%
PMAM
1742
Picton Mahoney Asset Management
Ontario, Canada
$122K +$105K +150 New
MFG
1743
Mendota Financial Group
Wisconsin
$121K +$103K +147 +7,350%
MCM
1744
MV Capital Management
Maryland
$119K -$39.8K -57 -28%
LFG
1745
Larson Financial Group
Missouri
$119K +$32.1K +46 +46%
JSAM
1746
J. Safra Asset Management
New York
$118K -$24.4K -35 -19%
AT
1747
Arlington Trust
Alabama
$116K +$99.8K +143 New
HB
1748
Horizon Bancorp
Indiana
$111K +$1.4K +2 +1%
FCA
1749
FinTrust Capital Advisors
South Carolina
$110K -$23K -33 -20%
FFA
1750
Fairfield Financial Advisors
Massachusetts
$106K +$20.9K +30 +30%

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.