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Blackrock
BLK

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 %
CCM
2001
Chilton Capital Management
Texas
$6.15K -$6.15K -6 -50%
KB
2002
Kimelman & Baird
New York
$6.15K – – –
NCM
2003
Northwest Capital Management
Oregon
$6.15K – – –
DMIC
2004
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.15K +$6.15K +6 New
HIMS
2005
Hager Investment Management Services
New Hampshire
$6.15K +$6.15K +6 New
PS
2006
PayPay Securities
Japan
$6.15K +$6.15K +6 New
WCM
2007
WealthTrak Capital Management
Virginia
$6.15K +$6.15K +6 New
HGERS
2008
Householder Group Estate & Retirement Specialist
Arizona
$6K -$2K -2 -25%
1IA
2009
1620 Investment Advisors
Massachusetts
$5.27K +$4.22K +4 +400%
RWM
2010
Ruedi Wealth Management
Illinois
$5.13K – – –
VWM
2011
Vermillion Wealth Management
Minnesota
$5.13K +$5.13K +5 New
HIW
2012
Holos Integrated Wealth
Pennsylvania
$5.13K +$5.13K +5 New
MFG
2013
Menard Financial Group
Texas
$5.13K +$5.13K +5 New
HC
2014
Hoese & Co
Minnesota
$5.13K – – –
TCM
2015
TruNorth Capital Management
Michigan
$4.1K – – –
PWA
2016
Principia Wealth Advisory
Texas
$4.1K +$4.1K +4 New
BC
2017
Barrett & Company
Rhode Island
$4.1K +$4.1K +4 New
RFA
2018
Reyes Financial Architecture
California
$4.1K +$4.1K +4 New
PPWM
2019
PFG Private Wealth Management
Florida
$4.1K +$4.1K +4 New
HFS
2020
Hopwood Financial Services
Virginia
$3.28K +$3.28K +3 New
FIA
2021
FPC Investment Advisory
California
$3.23K +$3.23K +3 New
TWD
2022
True Wealth Design
Ohio
$3.14K +$2.09K +2 +200%
WW
2023
Winnow Wealth
Texas
$3.13K +$3.13K +4 New
W
2024
WealthCollab
Washington
$3.08K – – –
VHAM
2025
Van Hulzen Asset Management
California
$3.08K +$3.08K +3 New
79 80
81
82 83