BLK icon

Blackrock

2,180 hedge funds and large institutions have $124B invested in Blackrock in 2025 Q2 according to their latest regulatory filings, with 195 funds opening new positions, 897 increasing their positions, 792 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,180
Holders Change
+13
Holders Change %
+0.6%
% of All Funds
29.23%
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
195
Increased
897
Reduced
792
Closed
143
Calls
$1.35B
Puts
$1.44B
Net Calls
-$94.1M
Net Calls Change
+$537M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
2001
Beaird Harris Wealth Management
Texas
$88.1K -$2.1K -2 -2%
EWP
2002
Elevation Wealth Partners
California
$85.5K -$15.6K -15 -15%
NL
2003
NVWM LLC
Pennsylvania
$82.9K
DCM
2004
Disciplina Capital Management
Tennessee
$82K
SVWA
2005
Sarver Vrooman Wealth Advisors
Missouri
$81.8K
BL
2006
BFSG LLC
California
$80.8K
MFG
2007
Mendota Financial Group
Wisconsin
$78.7K -$4.2K -4 -5%
CFS
2008
CGC Financial Services
Oregon
$78.7K
CAM
2009
Costello Asset Management
Pennsylvania
$78.2K -$10.4K -10 -12%
CPG
2010
Cornerstone Planning Group
New Jersey
$75.6K -$25.6K -23 -25%
MAM
2011
Magellan Asset Management
Australia
$75.5K +$9.44K +9 +14%
RA
2012
Rational Advisors
New York
$75.5K +$75.5K +72 New
OA
2013
Operose Advisors
Wisconsin
$74.5K +$6.3K +6 +9%
CWM
2014
Cranbrook Wealth Management
Michigan
$74.5K -$3.15K -3 -4%
CA
2015
Crewe Advisors
Utah
$70.3K
GWSA
2016
Global Wealth Strategies & Associates
Colorado
$69.3K -$13.6K -13 -16%
BC
2017
Barrett & Company
Rhode Island
$67.2K +$63K +60 +1,500%
CT
2018
Clearstead Trust
Maine
$66.7K +$14.6K +14 +28%
WPA
2019
Wealth Preservation Advisors
Tennessee
$62.1K +$1.05K +1 +2%
SIA
2020
Sit Investment Associates
Minnesota
$61K
SCA
2021
Stuart Chaussee & Associates
California
$59.8K
CNBTD
2022
Citizens National Bank Trust Department
Mississippi
$58.8K
DI
2023
DAGCO Inc
Ohio
$57K +$51.7K +49 +980%
FFA
2024
Frazier Financial Advisors
Ohio
$55.6K +$45.1K +43 +430%
KLWA
2025
Kelly Lawrence W & Associates
California
$55.6K