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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
OWA
2051
Opal Wealth Advisors
New York
-$102K -130 Closed
UWS
2052
Unique Wealth Strategies
Illinois
-$102K -122 Closed
A
2053
AlphaQuest
New York
-$94.5K -120 Closed
BL
2054
BFSG LLC
California
-$83.5K -106 Closed
KFS
2055
Kelly Financial Services
Massachusetts
-$83.6K -106 Closed
MFG
2056
Mendota Financial Group
Wisconsin
-$77.3K -98 Closed
CFS
2057
CGC Financial Services
Oregon
-$59K -75 Closed
EWP
2058
Elevation Wealth Partners
California
-$53.7K -68 Closed
BC
2059
Barrett & Company
Rhode Island
-$45.1K -57 Closed
ME
2060
McIlrath & Eck
Washington
-$42.6K -54 Closed
CWM
2061
Cedar Wealth Management
California
-$33.1K -42 Closed
OA
2062
Operose Advisors
Wisconsin
-$33.1K -42 Closed
KC
2063
Knuff & Co
California
-$31.5K -40 Closed
CC
2064
Cypress Capital
Tennessee
-$29.9K -38 Closed
TSWM
2065
Tyler-Stone Wealth Management
Ohio
-$26.7K -34 Closed
WFA
2066
West Financial Advisors
Iowa
-$20.5K -26 Closed
GI
2067
Gradient Investments
Minnesota
-$18.9K -24 Closed
PIS
2068
POM Investment Strategies
North Carolina
-$18.9K -24 Closed
FW
2069
Fairway Wealth
Ohio
-$16.5K -21 Closed
LFA
2070
Legend Financial Advisors
Pennsylvania
-$16.5K -21 Closed
CMA
2071
Cedar Mountain Advisors
Oregon
-$15K -19 Closed
AP
2072
Atwood & Palmer
Missouri
-$14.2K -18 Closed
PG
2073
Proffitt & Goodson
Tennessee
-$13.4K -17 Closed
SRCM
2074
Signature Resources Capital Management
California
-$13.4K -17 Closed
CAM
2075
Costello Asset Management
Pennsylvania
-$11.8K -15 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.