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BTX

BlackRock Technology and Private Equity Term Trust
BTX

117 hedge funds and large institutions have $745M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

14% more capital invested

Capital invested by funds: $652M → $745M (+$92.4M)

3% more funds holding

Funds holding: 114 → 117 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.05% less ownership

Funds ownership: 47.6% → 47.55% (-0.05%)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
33
Reduced
38
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
YCM
Yakira Capital Management
Connecticut
+$4.39M
2
AIA
Absolute Investment Advisers
Florida
+$3.96M
3
SIA
Sit Investment Associates
Minnesota
+$3.24M
4
QL
Quarry LP
New York
+$2.86M
5
Lazard Asset Management
Lazard Asset Management
New York
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.6M
2
Invesco
Invesco
Georgia
-$5.76M
3
BCM
Bluefin Capital Management
New York
-$3.55M
4
RCM
Rivernorth Capital Management
Florida
-$3.52M
5
CL
CSS LLC
Illinois
-$3.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$1.65M -$1.96K -296 -0.1%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$1.59M +$1.44M +217,150 New
CL
28
CSS LLC
Illinois
$1.49M -$3.4M -514,994 -72%
AC
29
Almitas Capital
California
$1.44M +$15.3K +2,321 +1%
AAM
30
Advisors Asset Management
Colorado
$1.29M +$490K +74,074 +73%
PAG
31
Private Advisor Group
New Jersey
$1.11M +$238K +35,978 +31%
QCM
32
Quantinno Capital Management
New York
$1.07M +$965K +146,020 New
Stifel Financial
33
Stifel Financial
Missouri
$1.05M -$382K -57,725 -29%
VIA
34
Virtus Investment Advisers
Connecticut
$1.03M -$35.8K -5,421 -4%
HI
35
HBK Investments
Texas
$880K -$611K -92,423 -44%
RAM
36
Readystate Asset Management
Illinois
$813K +$244K +36,964 +50%
CD
37
Chapin Davis
Maryland
$684K +$144K +21,756 +30%
SPIA
38
Steward Partners Investment Advisory
New York
$646K +$1K +152 +0.2%
Jane Street
39
Jane Street
New York
$635K +$68.7K +10,397 +14%
WS
40
Wedbush Securities
California
$625K -$59.7K -9,032 -10%
HighTower Advisors
41
HighTower Advisors
Illinois
$588K +$318K +48,046 +150%
DACS
42
Dymon Asia Capital (Singapore)
Singapore
$563K +$507K +76,667 New
LPL Financial
43
LPL Financial
California
$558K +$113K +17,051 +29%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$494K -$7.16K -1,084 -2%
FA
45
Fountainhead AM
New Jersey
$494K – – –
Osaic Holdings
46
Osaic Holdings
Arizona
$448K +$44.1K +6,672 +12%
NA
47
NewEdge Advisors
Louisiana
$423K +$48.5K +7,344 +15%
SWM
48
SeaCrest Wealth Management
New York
$418K +$38.6K +5,835 +11%
EC
49
Elequin Capital
New York
$415K +$374K +56,526 New
BCM
50
Bluefin Capital Management
New York
$399K -$3.55M -537,141 -91%
1
2
3 4 5

BTX Hedge Fund Activity: Q2 2025 in Review

117 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Technology and Private Equity Term Trust (BTX) for Q2 2025, worth a combined $745M — up 14% from $652M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BTX positions and 20 closed out — a net gain of 4 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was Yakira Capital Management, adding an estimated $4.39M. The largest seller was Royal Bank of Canada, cutting an estimated $12.6M.

  • 117 institutional investors held BlackRock Technology and Private Equity Term Trust (BTX) as of Q2 2025, up from 114 in Q1 2025.
  • Funds reported $745M of BlackRock Technology and Private Equity Term Trust stock for Q2 2025, up 14% quarter-over-quarter.
  • 24 funds opened new BlackRock Technology and Private Equity Term Trust positions in Q2 2025 and 20 closed out, a net change of +4 holders.
  • The largest BlackRock Technology and Private Equity Term Trust buyer in Q2 2025 was Yakira Capital Management, an estimated $4.39M added.
  • The largest BlackRock Technology and Private Equity Term Trust seller in Q2 2025 was Royal Bank of Canada, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2025.