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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
PIP
2001
Peachtree Investment Partners
Florida
-$418K -515 Closed
WCM
2002
Winthrop Capital Management
Indiana
-$397K -489 Closed
WAM
2003
Weiss Asset Management
Massachusetts
-$393K -484 Closed
FBB
2004
Fulton Breakefield Broenniman
Maryland
-$392K -483 Closed
RIM
2005
Redwood Investment Management
Arizona
-$374K -460 Closed
JDR
2006
Jay D. Rosenbaum
-$359K -442 Closed
ACM
2007
Alethea Capital Management
Washington
-$345K -425 Closed
AF
2008
Apexium Financial
Texas
-$339K -418 Closed
QCM
2009
Qsemble Capital Management
New York
-$326K -401 Closed
SIG
2010
Sargent Investment Group
Maryland
-$314K -387 Closed
RSWA
2011
Robinson Smith Wealth Advisors
Maine
-$303K -374 Closed
KFP
2012
Keystone Financial Planning
Ohio
-$300K -369 Closed
FFG
2013
Frisch Financial Group
New York
-$293K -361 Closed
PCIG
2014
Partners Capital Investment Group
Massachusetts
-$287K -353 Closed
LCWP
2015
Legacy Capital Wealth Partners
Arkansas
-$279K -344 Closed
HPIA
2016
Hamilton Point Investment Advisors
North Carolina
-$277K -340 Closed
TCMP
2017
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$270K -332 Closed
SJL
2018
Shayne & Jacobs LLC
Tennessee
-$266K -328 Closed
WIA
2019
World Investment Advisors
California
-$259K -318 Closed
WI
2020
WrapManager Inc
California
-$254K -313 Closed
WA
2021
Wealthstream Advisors
New York
-$242K -298 Closed
KCM
2022
KRS Capital Management
Michigan
-$241K -296 Closed
SLWA
2023
San Luis Wealth Advisors
California
-$237K -292 Closed
KA
2024
Kure Advisory
Minnesota
-$221K -272 Closed
PCM
2025
Princeton Capital Management
New Jersey
-$221K -272 Closed

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.