We are live on ! Find out more
BLK icon

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
AC
2001
AXQ Capital
New Jersey
-$388K -600 Closed
CW
2002
CreativeOne Wealth
Kansas
-$365K -565 Closed
MS
2003
Maven Securities
Jersey
-$366K -524 Closed
FCM
2004
FJ Capital Management
Virginia
-$335K -518 Closed
BA
2005
Birinyi Associates
Connecticut
-$323K -500 Closed
LAS
2006
Lloyd Advisory Services
Georgia
-$315K -488 Closed
EW
2007
Evoke Wealth
California
-$292K -451 Closed
AR
2008
Advisory Research
Illinois
-$286K -443 Closed
QC
2009
QCM Cayman
Texas
-$253K -392 Closed
MFS
2010
Mirabella Financial Services
United Kingdom
-$246K -381 Closed
AC
2011
ASB Consultores
Florida
-$240K -372 Closed
BOSSRA
2012
B.O.S.S. Retirement Advisors
Utah
-$218K -337 Closed
KWM
2013
Keebeck Wealth Management
Illinois
-$215K -332 Closed
CC
2014
Corton Capital
Ontario, Canada
-$206K -319 Closed
TLA
2015
Tanglewood Legacy Advisors
Texas
-$162K -250 Closed
BCM
2016
Birch Capital Management
Texas
-$140K -217 Closed
HL
2017
HeadInvest LLC
Maine
-$115K -179 Closed
ICM
2018
Intrepid Capital Management
Florida
-$67.2K -104 Closed
Legacy Financial Group (Iowa)
2019
Legacy Financial Group (Iowa)
Iowa
-$64.6K -100 Closed
WWP
2020
WR Wealth Planners
Missouri
-$59.5K -92 Closed
RCG
2021
Rock Creek Group
District of Columbia
-$53.7K -83 Closed
RW
2022
RVW Wealth
California
-$49.1K -76 Closed
VWM
2023
Valley Wealth Managers
New Jersey
-$48.5K -75 Closed
EARNEST Partners
2024
EARNEST Partners
Georgia
-$47.2K -73 Closed
MIA
2025
Milestone Investment Advisors
Wisconsin
-$46.5K -72 Closed

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.