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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 %
CSC
1776
Caldwell Sutter Capital
California
$215K -$1.03K -1 -0.5%
CP
1777
Camelot Portfolios
Ohio
$215K +$215K +210 New
CWC
1778
Carolinas Wealth Consulting
North Carolina
$215K +$215K +210 New
KIM
1779
Kestra Investment Management
Texas
$215K -$20.5K -20 -9%
TCM
1780
Telos Capital Management
California
$213K +$213K +208 New
PWM
1781
Proathlete Wealth Management
Florida
$213K +$213K +207 New
CWA
1782
Consilio Wealth Advisors
Washington
$212K +$212K +207 New
OHWP
1783
Oak Harbor Wealth Partners
North Carolina
$212K -$9.23K -9 -4%
SFI
1784
SPC Financial Inc
Maryland
$212K +$212K +207 New
JSL
1785
JT Stratford LLC
Georgia
$211K +$211K +206 New
JF
1786
Joule Financial
Kentucky
$211K +$211K +206 New
CAC
1787
Certified Advisory Corp
Florida
$211K +$211K +206 New
NQWM
1788
Northwest Quadrant Wealth Management
Oregon
$211K +$211K +205 New
TW
1789
Transform Wealth
Colorado
$210K +$210K +205 New
GFA
1790
Gallagher Fiduciary Advisors
Illinois
$210K +$210K +205 New
OFO
1791
OneAscent Family Office
Alabama
$210K +$210K +205 New
VFPW
1792
Vantage Financial Partners (Wisconsin)
Wisconsin
$210K +$210K +205 New
WP
1793
WMS Partners
Maryland
$209K -$134K -131 -39%
BFC
1794
Bedel Financial Consulting
Indiana
$209K +$209K +206 New
PA
1795
Parkside Advisors
California
$208K +$208K +203 New
GWP
1796
Gateway Wealth Partners
Wisconsin
$208K +$208K +203 New
CCM
1797
Collar Capital Management
Wisconsin
$207K +$207K +202 New
GWM
1798
GSB Wealth Management
Connecticut
$207K +$207K +202 New
BIP
1799
Blue Investment Partners
California
$207K +$207K +202 New
MHWM
1800
Montz Harcus Wealth Management
Louisiana
$207K +$207K +202 New
70 71
72
73 74