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BSL

Blackstone Senior Floating Rate 2027 Term Fund

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: 4346 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.1M -$1.92M -139,289 -16%
Morgan Stanley
2
Morgan Stanley
New York
$4.2M -$646K -46,932 -13%
LIM
3
Leavell Investment Management
Alabama
$3.63M +$582K +42,300 +19%
SIA
4
Sit Investment Associates
Minnesota
$2.89M +$2.94M +213,886 New
Invesco
5
Invesco
Georgia
$2.52M -$565K -41,083 -18%
UBS Group
6
UBS Group
Switzerland
$2.23M +$13.2K +959 +0.6%
AAM
7
Advisors Asset Management
Colorado
$1.95M -$1.59M -115,601 -45%
IWC
8
Integrated Wealth Concepts
Massachusetts
$1.64M -$262K -19,019 -14%
RCM
9
Rivernorth Capital Management
Florida
$1.07M -$351K -25,524 -24%
LPL Financial
10
LPL Financial
California
$1.06M -$250K -18,186 -19%
TP
11
Tranquility Partners
Tennessee
$1M -$56.4K -4,103 -5%
TI
12
TrueMark Investments
Illinois
$998K +$25K +1,815 +3%
SPIA
13
Steward Partners Investment Advisory
New York
$990K +$10.9K +792 +1%
AWM
14
Apollon Wealth Management
South Carolina
$843K -$208K -15,123 -20%
Raymond James Financial
15
Raymond James Financial
Florida
$806K -$72.9K -5,300 -8%
Lido Advisors
16
Lido Advisors
California
$644K
HH
17
Hilltop Holdings
Texas
$552K -$19.9K -1,450 -3%
BPA
18
Beacon Pointe Advisors
California
$481K
VIA
19
Virtus Investment Advisers
Connecticut
$475K -$195K -14,201 -29%
CL
20
CSS LLC
Illinois
$465K +$474K +34,426 New
CMMS
21
Comprehensive Money Management Services
Florida
$449K
MFG
22
Merit Financial Group
Georgia
$404K -$28K -2,034 -6%
SRC
23
Shufro Rose & Co
New York
$402K +$138K +10,000 +51%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$364K -$47.3K -3,439 -11%
WAM
25
Wolverine Asset Management
Illinois
$347K +$353K +25,671 New

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.