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Blackrock
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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 %
BCMLT
1826
Beacon Capital Management LLC (Tennessee)
Tennessee
$161K -$3.08K -3 -2%
SWA
1827
SOA Wealth Advisors
New York
$160K – – –
SO
1828
Sierra Ocean
California
$159K +$159K +155 New
MMCM
1829
Murphy & Mullick Capital Management
New York
$154K +$154K +150 New
ITFISA
1830
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$144K -$5.14K -5 -3%
TIM
1831
Tortoise Investment Management
New York
$135K +$7.18K +7 +6%
AWM
1832
Activest Wealth Management
Florida
$135K +$62.7K +61 +87%
MCM
1833
MV Capital Management
Maryland
$134K -$43.1K -42 -24%
MWM
1834
Mascoma Wealth Management
New Hampshire
$130K +$11.3K +11 +9%
PGAM
1835
Princeton Global Asset Management
New Jersey
$128K +$10.3K +10 +9%
TC
1836
Truvestments Capital
Florida
$126K +$12.3K +12 +11%
CM
1837
Capula Management
Cayman Islands
$124K +$124K +121 New
AWM
1838
Atticus Wealth Management
Florida
$123K – – –
SCM
1839
Silvant Capital Management
Georgia
$122K – – –
SAM
1840
Sherman Asset Management
California
$120K +$120K +117 New
BCA
1841
Bray Capital Advisors
Florida
$119K – – –
PMFA
1842
Plante Moran Financial Advisors
Michigan
$119K +$3.08K +3 +3%
HWM
1843
Hemington Wealth Management
Virginia
$118K +$9.16K +9 +8%
DWA
1844
Dougherty Wealth Advisers
Minnesota
$117K – – –
BIA
1845
Bell Investment Advisors
California
$116K -$2.05K -2 -2%
GFPC
1846
Global Financial Private Client
Florida
$115K +$1.03K +1 +0.9%
DCM
1847
Disciplina Capital Management
Tennessee
$114K – – –
AT
1848
Arlington Trust
Alabama
$114K +$6.15K +6 +6%
CWM
1849
Centricity Wealth Management
Ohio
$112K +$112K +109 New
BHWM
1850
Beaird Harris Wealth Management
Texas
$111K – – –
72 73
74
75 76