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BTX

BlackRock Technology and Private Equity Term Trust
BTX

97 hedge funds and large institutions have $180M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

41% more capital invested

Capital invested by funds: $128M → $180M (+$52M)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

7% more funds holding

Funds holding: 91 → 97 (+6)

3.84% more ownership

Funds ownership: 8.95% → 12.79% (+3.8%)

Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
34
Reduced
23
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$22.7M
2
Morgan Stanley
Morgan Stanley
New York
+$13M
3
QC
Quantedge Capital
Singapore
+$4.92M
4
AIA
Absolute Investment Advisers
Florida
+$4.26M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$3.65M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$2.87M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.94M
3
Bank of America
Bank of America
North Carolina
-$1.16M
4
UBS Group
UBS Group
Switzerland
-$659K
5
Millennium Management
Millennium Management
New York
-$621K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$71K – – –
NW
77
NewEdge Wealth
Pennsylvania
$71K – – –
SAG
78
Susquehanna Advisors Group
Pennsylvania
$69.9K – – –
SFS
79
Sowell Financial Services
Arkansas
$67.3K +$1.18K +176 +2%
PL
80
Plancorp LLC
Missouri
$65.9K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$64K +$1.23K +183 +2%
Comerica Bank
82
Comerica Bank
Texas
$51.9K +$5.48K +815 +12%
KAS
83
Kestra Advisory Services
Texas
$37.9K +$38.7K +5,749 New
BlackRock
84
BlackRock
New York
$33K – – –
WA
85
WPG Advisers
Maryland
$30K +$16.9K +2,506 +123%
AUB
86
Atlantic Union Bankshares
Virginia
$16.1K – – –
SAG
87
SageView Advisory Group
California
$13.4K +$13.7K +2,040 New
EB
88
Eastern Bank
Massachusetts
$12.3K – – –
CFB
89
Cullen/Frost Bankers
Texas
$8.24K +$8.41K +1,250 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$8.14K +$1.01K +150 +14%
OCM
91
Osbon Capital Management
Massachusetts
$7.91K +$8.07K +1,200 New
CT
92
Caldwell Trust
Florida
$6.59K -$6.73K -1,000 -50%
IRC
93
Investors Research Corp
Georgia
$5.59K – – –
MCM
94
MAI Capital Management
Ohio
$4.51K – – –
HWP
95
Highline Wealth Partners
California
$3.29K – – –
SC
96
Swan Capital
Florida
$2.24K – – –
PWMG
97
Prestige Wealth Management Group
New Jersey
$310 – – –
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
– -$1.94M -289,409 Closed
Millennium Management
99
Millennium Management
New York
– -$621K -92,674 Closed
HF
100
HRT Financial
New York
– -$495K -74,026 Closed
1 2 3
4
5

BTX Hedge Fund Activity: Q4 2025 in Review

97 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock Technology and Private Equity Term Trust (BTX) for Q4 2025, worth a combined $180M — up 41% from $128M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BTX positions and 18 closed out — a net gain of 7 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $22.7M. The largest seller was Raymond James Financial, cutting an estimated $2.87M.

  • 97 institutional investors held BlackRock Technology and Private Equity Term Trust (BTX) as of Q4 2025, up from 91 in Q3 2025.
  • Funds reported $180M of BlackRock Technology and Private Equity Term Trust stock for Q4 2025, up 41% quarter-over-quarter.
  • 25 funds opened new BlackRock Technology and Private Equity Term Trust positions in Q4 2025 and 18 closed out, a net change of +7 holders.
  • The largest BlackRock Technology and Private Equity Term Trust buyer in Q4 2025 was Lazard Asset Management, an estimated $22.7M added.
  • The largest BlackRock Technology and Private Equity Term Trust seller in Q4 2025 was Raymond James Financial, an estimated $2.87M sold.

Based on aggregated 13F filings for Q4 2025.