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Blackrock
BLK

Overview Fund Activity

2,045 hedge funds and large institutions have $121B invested in Blackrock in 2024 Q4 according to their latest regulatory filings, with 498 funds opening new positions, 664 increasing their positions, 646 reducing their positions, and 210 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,045
Holders Change
+251
Holders Change %
+13.99%
% of All Funds
27.22%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
0.53%
New
498
Increased
664
Reduced
646
Closed
210
Calls
$1.28B
Puts
$2.15B
Net Calls
-$863M
Net Calls Change
-$598M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$899M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$573M
3
Amundi
Amundi
France
+$529M
4
BlackRock
BlackRock
New York
+$428M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
+$344M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.48B
2
PFA
Pathway Financial Advisers
Indiana
-$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$326M
4
Bank of America
Bank of America
North Carolina
-$272M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1726
Merriman Wealth Management
Washington
$235K +$9.22K +9 +4%
PWM
1727
Pines Wealth Management
North Carolina
$234K +$234K +245 New
NCM
1728
Next Capital Management
New York
$234K -$8.2K -8 -3%
AIM
1729
AHL Investment Management
Florida
$234K – – –
CPSAC
1730
Chas P. Smith & Associates (CPS)
Florida
$234K – – –
HWA
1731
HCR Wealth Advisors
California
$234K +$2.05K +2 +0.9%
WW
1732
Westshore Wealth
California
$234K +$234K +228 New
MCM
1733
Mill Capital Management
North Carolina
$232K – – –
CA
1734
CoreCap Advisors
Michigan
$232K +$17.4K +17 +8%
FCM
1735
Fourpath Capital Management
Oklahoma
$231K -$2.05K -2 -0.9%
HBT
1736
Heartland Bank & Trust
Illinois
$231K – – –
III
1737
Independent Investors Inc
New York
$231K – – –
KA
1738
Kerrisdale Advisers
Florida
$231K – – –
KWM
1739
Keebeck Wealth Management
Illinois
$231K – – –
FNBSF
1740
First National Bank Sioux Falls
South Dakota
$231K – – –
CWA
1741
Canvas Wealth Advisors
Kansas
$230K +$230K +224 New
OCBCO
1742
Oversea-Chinese Banking Corp (OCBC)
Singapore
$229K +$229K +223 New
SAM
1743
SignalPoint Asset Management
Missouri
$228K – – –
SMA
1744
Seven Mile Advisory
New Jersey
$228K +$228K +222 New
MPW
1745
Monterey Private Wealth
California
$227K +$227K +222 New
CPL
1746
CAP Partners LLC
Tennessee
$227K – – –
SC
1747
Swan Capital
Florida
$227K – – –
ACA
1748
Atlas Capital Advisors
Wyoming
$227K – – –
SCM
1749
SOL Capital Management
Maryland
$226K – – –
TCBWMS
1750
Texas Capital Bank Wealth Management Services
Texas
$226K +$2.05K +2 +0.9%
68 69
70
71 72