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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
CRI
2026
Colonial River Investments
Virginia
-$219K -270 Closed
NPT
2027
National Philanthropic Trust
Pennsylvania
-$217K -267 Closed
ARC
2028
Advisor Resource Council
Texas
-$215K -265 Closed
CSWG
2029
Cardinal Strategic Wealth Guidance
Kentucky
-$210K -259 Closed
PWW
2030
Pettyjohn Wood & White
Virginia
-$208K -256 Closed
NWM
2031
Northcape Wealth Management
New York
-$204K -251 Closed
LCM
2032
LVM Capital Management
Michigan
-$203K -250 Closed
LWM
2033
Lodestone Wealth Management
Washington
-$202K -249 Closed
BC
2034
Burney Company
Virginia
-$201K -248 Closed
BCM
2035
Brooktree Capital Management
Michigan
-$201K -247 Closed
SAI
2036
Systematic Alpha Investments
New Jersey
-$187K -230 Closed
DI
2037
DAGCO Inc
Ohio
-$152K -187 Closed
RFA
2038
Resurgent Financial Advisors
Georgia
-$138K -170 Closed
TSW
2039
Thompson Siegel & Walmsley
Virginia
-$88K -108 Closed
FBC
2040
Fairfield, Bush & Co
Connecticut
-$69.8K -86 Closed
AP
2041
Arlington Partners
Alabama
-$60.9K -75 Closed
RIM
2042
Rockbridge Investment Management
New York
-$55.2K -68 Closed
WAG
2043
Wiser Advisor Group
Arizona
-$51.8K -64 Closed
FF
2044
Friedenthal Financial
New Jersey
-$46.3K -57 Closed
FWA
2045
FSC Wealth Advisors
New York
-$39.8K -49 Closed
AWM
2046
Ameliora Wealth Management
Switzerland
-$39K -48 Closed
NFA
2047
Northwest Financial Advisors
Virginia
-$31.6K -39 Closed
LFASL
2048
Lugano Financial Advisors SA (LFA)
Switzerland
-$30K -37 Closed
TVAMP
2049
Tennessee Valley Asset Management Partners
Tennessee
-$27.3K -34 Closed
WPWM
2050
Western Pacific Wealth Management
Illinois
-$24.4K -30 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.