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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
HGERS
1901
Householder Group Estate & Retirement Specialist
Arizona
$6K -$2.09K -3 -27%
TAM
1902
Tucker Asset Management
Colorado
$5.68K -$6.28K -9 -56%
HWM
1903
Horizons Wealth Management
North Carolina
$5.68K
OLVIG
1904
Oliver Lagore Vanvalin Investment Group
Michigan
$5.68K
PA
1905
PSI Advisors
Florida
$5.32K
GWSA
1906
Global Wealth Strategies & Associates
Colorado
$4.87K
NCM
1907
Northwest Capital Management
Oregon
$4.87K
PPWM
1908
PFG Private Wealth Management
Florida
$4.06K -$34.2K -49 -91%
RWPA
1909
Richard W. Paul & Associates
Michigan
$4.06K
CAM
1910
Creekmur Asset Management
Illinois
$4.06K +$3.49K +5 New
LI
1911
Louisbourg Investments
New Brunswick, Canada
$4.06K +$3.49K +5 New
PWA
1912
Provenance Wealth Advisors
Florida
$4.06K +$3.49K +5 New
RWM
1913
Ruedi Wealth Management
Illinois
$4.06K +$3.49K +5 New
APC
1914
Aspire Private Capital
North Carolina
$3.49K
CWAF
1915
Core Wealth Advisors (Florida)
Florida
$3.27K +$2.79K +4 New
PCWA
1916
Pacific Capital Wealth Advisors
California
$3.25K +$2.79K +4 New
LIWM
1917
Long Island Wealth Management
New York
$3K +$2.79K +4 New
WWM
1918
Wolff Wiese Magana
California
$2.44K +$698 +1 +50%
W
1919
WealthCollab
Washington
$2.44K +$2.09K +3 New
IPW
1920
Impact Partnership Wealth
Georgia
$2.44K -$2.79K -4 -57%
IHWM
1921
Iron Horse Wealth Management
Iowa
$2.44K
MBFW
1922
Morton Brown Family Wealth
Pennsylvania
$2.44K +$2.09K +3 New
SA
1923
Scarborough Advisors
Maryland
$2.44K +$2.09K +3 New
CAM
1924
ClariVest Asset Management
California
$1.63K
CTWM
1925
Cherry Tree Wealth Management
Minnesota
$1.62K

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.