We are live on ! Find out more
BLK icon

Blackrock

1,952 hedge funds and large institutions have $99.8B invested in Blackrock in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 769 increasing their positions, 753 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 109

1% more funds holding

Funds holding: 1,9311,952 (+21)

2% more repeat investments, than reductions

Existing positions increased: 769 | Existing positions reduced: 753

1% less capital invested

Capital invested by funds: $101B → $99.8B (-$835M)

3% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.3B

2.63% less ownership

Funds ownership: 83.38%80.74% (-2.6%)

22% less funds holding in top 10

Funds holding in top 10: 4132 (-9)

Holders
1,952
Holders Change
+21
Holders Change %
+1.09%
% of All Funds
28.11%
Holding in Top 10
32
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.95%
% of All Funds
0.46%
New
156
Increased
769
Reduced
753
Closed
109
Calls
$1.26B
Puts
$1.3B
Net Calls
-$36.3M
Net Calls Change
+$57.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
1926
Financial Gravity Asset Management
Texas
$5.26K -$8.84K -11 -61%
GWSA
1927
Global Wealth Strategies & Associates
Colorado
$5K
NCM
1928
Northwest Capital Management
Oregon
$5K
PPWM
1929
PFG Private Wealth Management
Florida
$4.17K
RWPA
1930
Richard W. Paul & Associates
Michigan
$4.17K
RWM
1931
Ruedi Wealth Management
Illinois
$4.17K
AFWM
1932
Abich Financial Wealth Management
Virginia
$4.17K +$4.02K +5 New
RTL
1933
Red Tortoise LLC
Georgia
$4.17K +$4.02K +5 New
TCM
1934
TruNorth Capital Management
Michigan
$4.17K +$4.02K +5 New
APC
1935
Aspire Private Capital
North Carolina
$3.6K
CWAF
1936
Core Wealth Advisors (Florida)
Florida
$3.38K
ECM
1937
Everence Capital Management
Indiana
$3.34K
LTI
1938
Laffer Tengler Investments
Tennessee
$3.33K -$4.82K -6 -60%
HWM
1939
HighMark Wealth Management
Minnesota
$3.33K
PCWA
1940
Pacific Capital Wealth Advisors
California
$3.33K
AA
1941
Addison Advisors
Vermont
$3.33K +$3.21K +4 New
W
1942
WealthCollab
Washington
$2.5K
WWM
1943
Wolff Wiese Magana
California
$2.5K
IPW
1944
Impact Partnership Wealth
Georgia
$2.5K
IHWM
1945
Iron Horse Wealth Management
Iowa
$2.5K
SA
1946
Scarborough Advisors
Maryland
$2.5K
FIA
1947
FPC Investment Advisory
California
$2.29K +$2.41K +3 New
CTWM
1948
Cherry Tree Wealth Management
Minnesota
$1.67K
NL
1949
NVWM LLC
Pennsylvania
$1.67K +$1.61K +2 New
TWP
1950
TFO Wealth Partners
Ohio
$834 -$803 -1 -50%

BLK Hedge Fund Activity: Q1 2024 in Review

1,952 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2024, worth a combined $99.8B — down 0.83% from $101B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new BLK positions and 109 closed out — a net gain of 47 holders — while 769 added to existing stakes and 753 trimmed.

The largest buyer was Charles Schwab, adding an estimated $365M. The largest seller was Morgan Stanley, cutting an estimated $2.84B.

  • 1,952 institutional investors held Blackrock (BLK) as of Q1 2024, up from 1,931 in Q4 2023.
  • Funds reported $99.8B of Blackrock stock for Q1 2024, down 0.83% quarter-over-quarter.
  • 156 funds opened new Blackrock positions in Q1 2024 and 109 closed out, a net change of +47 holders.
  • The largest Blackrock buyer in Q1 2024 was Charles Schwab, an estimated $365M added.
  • The largest Blackrock seller in Q1 2024 was Morgan Stanley, an estimated $2.84B sold.

Based on aggregated 13F filings for Q1 2024.