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Blackrock

2,413 hedge funds and large institutions have $126B invested in Blackrock in 2025 Q4 according to their latest regulatory filings, with 314 funds opening new positions, 911 increasing their positions, 836 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

6% less capital invested

Capital invested by funds: $135B → $126B (-$8.55B)

11% less funds holding in top 10

Funds holding in top 10: 4439 (-5)

31% less call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.79B

Holders
2,413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.23B
Puts
$1.79B
Net Calls
Net Calls Change

Top Sellers

1 -$2.7B
2 -$722M
3 -$603M
4
Citigroup
Citigroup
New York
-$236M
5
Goldman Sachs
Goldman Sachs
New York
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
CWMGO
1726
Capstone Wealth Management Group (Oregon)
Oregon
$395K
BL
1727
Balentine LLC
Georgia
$395K
RPGK
1728
Retirement Planning Group (Kansas)
Kansas
$394K
LEA
1729
Legacy Edge Advisors
New York
$392K
EA
1730
Everpar Advisors
Oklahoma
$391K
CFG
1731
Carr Financial Group
Massachusetts
$390K
DE
1732
Diversified Enterprises
Delaware
$388K
ACS
1733
Archford Capital Strategies
Illinois
$387K
SIM
1734
Sentry Investment Management
Wisconsin
$387K
HCM
1735
Hall Capital Management
Rhode Island
$385K
LCGC
1736
Legacy Capital Group California
California
$385K
BFA
1737
Beacon Financial Advisory
Ohio
$384K
CVA
1738
Central Valley Advisors
California
$384K
CFS
1739
CRA Financial Services
New Jersey
$384K
LGG
1740
Luts & Greenleigh Group
Maryland
$383K
IA
1741
Insight Advisors
Pennsylvania
$381K
WPC
1742
Waters Parkerson & Co
Louisiana
$381K
CPW
1743
Cove Private Wealth
New York
$381K
SRL
1744
Scientech Research LLC
New Jersey
$381K
FCIM
1745
Fairview Capital Investment Management
California
$379K
ZIG
1746
Zullo Investment Group
Pennsylvania
$378K
VA
1747
Veratis Advisors
North Carolina
$378K
Capstone Investment Advisors
1748
Capstone Investment Advisors
New York
$377K
IGAM
1749
iA Global Asset Management
Quebec, Canada
$375K
AAA
1750
AG Asset Advisory
California
$375K