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Blackrock

1,806 hedge funds and large institutions have $109B invested in Blackrock in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 683 increasing their positions, 701 reducing their positions, and 290 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

16% more capital invested

Capital invested by funds: $93.5B → $109B (+$15.2B)

3% less repeat investments, than reductions

Existing positions increased: 683 | Existing positions reduced: 701

1.7% less ownership

Funds ownership: 80.21%78.52% (-1.7%)

7% less funds holding

Funds holding: 1,9451,806 (-139)

17% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.55B

41% less first-time investments, than exits

New positions opened: 172 | Existing positions closed: 290

Holders
1,806
Holders Change
-139
Holders Change %
-7.15%
% of All Funds
25.93%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.46%
New
172
Increased
683
Reduced
701
Closed
290
Calls
$1.29B
Puts
$1.55B
Net Calls
-$264M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
2026
GC Wealth Management RIA
Massachusetts
-$261K -332 Closed
SCM
2027
Stevens Capital Management
Pennsylvania
-$261K -332 Closed
CIA
2028
Cape Investment Advisory
Georgia
-$253K -321 Closed
DPIM
2029
Duff & Phelps Investment Management
Illinois
-$252K -320 Closed
AWA
2030
Amplius Wealth Advisors
Pennsylvania
-$250K -317 Closed
CWM
2031
Cahaba Wealth Management
Georgia
-$250K -317 Closed
FCIM
2032
Fairview Capital Investment Management
California
-$245K -311 Closed
SWP
2033
ShoreHaven Wealth Partners
New Jersey
-$236K -300 Closed
TAM
2034
Taurus Asset Management
New York
-$236K -300 Closed
WCF
2035
West Coast Financial
California
-$234K -297 Closed
MFS
2036
Mirabella Financial Services
United Kingdom
-$225K -286 Closed
WF
2037
Wayfinding Financial
Washington
-$222K -283 Closed
CAWM
2038
Capital Advisors Wealth Management
Washington
-$222K -282 Closed
WKSWA
2039
White Knight Strategic Wealth Advisors
New Jersey
-$219K -278 Closed
CPC
2040
Congress Park Capital
New York
-$217K -275 Closed
CPR
2041
CSU Producer Resources
Ohio
-$217K -275 Closed
SOS
2042
Silver Oak Securities
Tennessee
-$216K -275 Closed
FWM
2043
Foguth Wealth Management
Michigan
-$215K -273 Closed
WB
2044
West Bancorporation
Iowa
-$203K -258 Closed
WMWM
2045
Whitaker-Myers Wealth Managers
Ohio
-$203K -258 Closed
BFA
2046
Beacon Financial Advisory
Ohio
-$201K -255 Closed
CP
2047
Camelot Portfolios
Ohio
-$165K -210 Closed
CWC
2048
Carolinas Wealth Consulting
North Carolina
-$161K -205 Closed
TFF
2049
The Family Firm
Maryland
-$145K -185 Closed
IWA
2050
IBEX Wealth Advisors
New Jersey
-$127K -161 Closed

BLK Hedge Fund Activity: Q3 2024 in Review

1,806 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2024, worth a combined $109B — up 16% from $93.5B a quarter earlier.

Sellers outnumbered buyers: 290 funds closed out of BLK and 172 opened new positions — a net loss of 118 holders — while 701 trimmed existing stakes and 683 added.

The largest buyer was Pathway Financial Advisers, adding an estimated $904M. The largest seller was UBS AM, cutting an estimated $737M.

  • 1,806 institutional investors held Blackrock (BLK) as of Q3 2024, down from 1,945 in Q2 2024.
  • Funds reported $109B of Blackrock stock for Q3 2024, up 16% quarter-over-quarter.
  • 172 funds opened new Blackrock positions in Q3 2024 and 290 closed out, a net change of -118 holders.
  • The largest Blackrock buyer in Q3 2024 was Pathway Financial Advisers, an estimated $904M added.
  • The largest Blackrock seller in Q3 2024 was UBS AM, an estimated $737M sold.

Based on aggregated 13F filings for Q3 2024.