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BSL

Blackstone Senior Floating Rate 2027 Term Fund
BSL

46 hedge funds and large institutions have $43.8M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

7% more funds holding

Funds holding: 43 → 46 (+3)

0.83% less ownership

Funds ownership: 25.77% → 24.94% (-0.83%)

7% less capital invested

Capital invested by funds: $47.1M → $43.8M (-$3.28M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.94M
2
LIM
Leavell Investment Management
Alabama
+$582K
3
CL
CSS LLC
Illinois
+$474K
4
WAM
Wolverine Asset Management
Illinois
+$353K
5
SFS
Shaker Financial Services
Virginia
+$274K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.92M
2
AAM
Advisors Asset Management
Colorado
-$1.59M
3
Morgan Stanley
Morgan Stanley
New York
-$646K
4
Invesco
Invesco
Georgia
-$565K
5
GC
Guggenheim Capital
Illinois
-$530K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
26
Avidian Wealth Enterprises
Texas
$301K +$5.96K +433 +2%
CPIG
27
Chicago Partners Investment Group
Illinois
$292K -$13.8K -1,006 -4%
SFS
28
Shaker Financial Services
Virginia
$271K +$274K +19,906 New
EFG
29
Ethos Financial Group
Pennsylvania
$251K +$3.26K +237 +1%
UFA
30
Uptown Financial Advisors
Texas
$234K – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$233K +$97.5K +7,089 +69%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$221K +$399 +29 +0.2%
Osaic Holdings
33
Osaic Holdings
Arizona
$220K +$7.4K +538 +3%
DAS
34
Dynamic Advisor Solutions
Arizona
$188K +$7.37K +536 +4%
NWMP
35
Noble Wealth Management PBC
Colorado
$187K +$190K +13,845 New
CIA
36
Capital Investment Advisors
Georgia
$178K – – –
LSC
37
Logan Stone Capital
Illinois
$170K +$173K +12,572 New
Stifel Financial
38
Stifel Financial
Missouri
$143K – – –
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$138K +$138K +10,000 +4,000%
NAM
40
NTV Asset Management
West Virginia
$138K -$30.3K -2,200 -18%
Wells Fargo
41
Wells Fargo
California
$72.8K -$41.3K -3,000 -36%
BlackRock
42
BlackRock
New York
$33.9K – – –
KAS
43
Kestra Advisory Services
Texas
$33.8K +$34.4K +2,500 New
HI
44
Harbour Investments
Wisconsin
$25.1K +$21.5K +1,561 +520%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$15.5K +$303 +22 +2%
N
46
Natixis
France
$14 – – –
GC
47
Guggenheim Capital
Illinois
– -$530K -37,705 Closed
SIG
48
Spinnaker Investment Group
California
– -$158K -11,230 Closed
NFSG
49
Newbridge Financial Services Group
Florida
– -$7.03K -500 Closed
ASN
50
Advisory Services Network
Georgia
– -$3.99K -284 Closed
1
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BSL Hedge Fund Activity: Q4 2025 in Review

46 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q4 2025, worth a combined $43.8M — down 7% from $47.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSL positions and 4 closed out — a net gain of 3 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $2.94M. The largest seller was Bank of America, cutting an estimated $1.92M.

  • 46 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q4 2025, up from 43 in Q3 2025.
  • Funds reported $43.8M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q4 2025, down 7% quarter-over-quarter.
  • 7 funds opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q4 2025 and 4 closed out, a net change of +3 holders.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q4 2025 was Sit Investment Associates, an estimated $2.94M added.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q4 2025 was Bank of America, an estimated $1.92M sold.

Based on aggregated 13F filings for Q4 2025.