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Blend Labs

205 hedge funds and large institutions have $575M invested in Blend Labs in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 58 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

21% more call options, than puts

Call options by funds: $5.55M | Put options by funds: $4.58M

14% more capital invested

Capital invested by funds: $503M → $575M (+$72.6M)

5% more funds holding

Funds holding: 195205 (+10)

2.09% more ownership

Funds ownership: 59.74%61.84% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

19% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 72

Holders
205
Holders Change
+10
Holders Change %
+5.13%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
37
Increased
58
Reduced
72
Closed
25
Calls
$5.55M
Puts
$4.58M
Net Calls
+$970K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LMC
1
Lightspeed Management Company
California
$84.4M
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.7M -$1.22M -338,570 -2%
BlackRock
3
BlackRock
New York
$61.6M +$354K +98,674 +0.6%
SP
4
ShawSpring Partners
Massachusetts
$35.9M +$3.34M +929,566 +10%
MC
5
Metavasi Capital
New York
$24.5M +$4.75M +1,324,115 +25%
WI
6
Whitebark Investors
Nevada
$20.3M +$2.56M +712,315 +15%
State Street
7
State Street
Massachusetts
$20.3M -$1.29M -358,614 -6%
JGC
8
J. Goldman & Co
New York
$19.5M -$5.78M -1,611,001 -23%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$18.5M +$1.22M +339,441 +7%
EGP
10
Emergence GP Partners
California
$15.5M
DSCM
11
Divisadero Street Capital Management
Florida
$15M -$5M -1,392,275 -25%
GIG
12
Goodnow Investment Group
Connecticut
$11.6M -$281K -78,190 -2%
MFS
13
Mirabella Financial Services
United Kingdom
$9.65M +$3.72M +1,036,777 +65%
Goldman Sachs
14
Goldman Sachs
New York
$8.02M +$4.91M +1,368,965 +165%
Northern Trust
15
Northern Trust
Illinois
$7.45M +$216K +60,052 +3%
Charles Schwab
16
Charles Schwab
California
$6.73M +$662K +184,419 +11%
PCA
17
Prospect Capital Advisors
California
$6.64M +$5.04M +1,404,750 +338%
NCGI
18
Next Century Growth Investors
Minnesota
$6.44M +$962K +268,049 +18%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$6.41M -$2.37M -661,130 -27%
PWAM
20
Park West Asset Management
California
$6.21M +$6.1M +1,700,000 New
RA
21
Royce & Associates
New York
$6.1M +$2.55M +709,989 +74%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$5.53M +$4.32M +1,204,116 +389%
Marshall Wace
23
Marshall Wace
United Kingdom
$5.32M -$3.82M -1,064,383 -42%
Bank of America
24
Bank of America
North Carolina
$4.89M +$2.11M +587,584 +78%
Tudor Investment Corp
25
Tudor Investment Corp
Connecticut
$4.75M +$2.09M +581,622 +81%

BLND Hedge Fund Activity: Q3 2025 in Review

205 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Blend Labs (BLND) for Q3 2025, worth a combined $575M — up 14% from $503M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BLND positions and 25 closed out — a net gain of 12 holders — while 58 added to existing stakes and 72 trimmed.

The largest buyer was Park West Asset Management, opening a new position worth an estimated $6.1M. The largest seller was J. Goldman & Co, cutting an estimated $5.78M.

  • 205 institutional investors held Blend Labs (BLND) as of Q3 2025, up from 195 in Q2 2025.
  • Funds reported $575M of Blend Labs stock for Q3 2025, up 14% quarter-over-quarter.
  • 37 funds opened new Blend Labs positions in Q3 2025 and 25 closed out, a net change of +12 holders.
  • The largest Blend Labs buyer in Q3 2025 was Park West Asset Management, an estimated $6.1M added.
  • The largest Blend Labs seller in Q3 2025 was J. Goldman & Co, an estimated $5.78M sold.

Based on aggregated 13F filings for Q3 2025.