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Blackrock

2,413 hedge funds and large institutions have $126B invested in Blackrock in 2025 Q4 according to their latest regulatory filings, with 314 funds opening new positions, 911 increasing their positions, 836 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

6% less capital invested

Capital invested by funds: $135B → $126B (-$8.55B)

11% less funds holding in top 10

Funds holding in top 10: 4439 (-5)

31% less call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.79B

Holders
2,413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.23B
Puts
$1.79B
Net Calls
Net Calls Change

Top Sellers

1 -$2.7B
2 -$722M
3 -$603M
4
Citigroup
Citigroup
New York
-$236M
5
Goldman Sachs
Goldman Sachs
New York
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2001
Bluebird Wealth Management
Massachusetts
$239K
LCAM
2002
London & Capital Asset Management
United Kingdom
$238K
CD
2003
Chapin Davis
Maryland
$238K
CNC
2004
Citizens & Northern Corp
Pennsylvania
$238K
SC
2005
Solstein Capital
California
$238K
BPC
2006
Bearing Point Capital
Minnesota
$238K
SWA
2007
SOA Wealth Advisors
New York
$237K
CC
2008
Courier Capital
New York
$237K
SC
2009
Swan Capital
Florida
$237K
GS
2010
GWN Securities
Florida
$236K
FDS
2011
Freedom Day Solutions
Texas
$236K
RA
2012
Riversedge Advisors
Delaware
$236K
CIS
2013
Capital International Sarl
California
$235K
CAM
2014
Cozad Asset Management
Illinois
$235K
WCM
2015
WealthBridge Capital Management
Ohio
$235K
OFO
2016
OneAscent Family Office
Alabama
$235K
BRIA
2017
Balanced Rock Investment Advisors
Massachusetts
$234K
AMPWP
2018
Alvarez & Marsal Private Wealth Partners
Florida
$234K
SMA
2019
Seven Mile Advisory
New Jersey
$234K
LWM
2020
Liberty Wealth Management
California
$234K
KFS
2021
Kelly Financial Services
Massachusetts
$234K
CCA
2022
Carrera Capital Advisors
Michigan
$233K
SIC
2023
SJS Investment Consulting
Ohio
$233K
WFA
2024
Websterrogers Financial Advisors
South Carolina
$233K
DKCM
2025
Davidson Kahn Capital Management
California
$233K