We are live on ! Find out more
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
DS
101
DRW Securities
Illinois
– -$249K -37,100 Closed
BA
102
Ballew Advisors
Mississippi
– -$183K -27,210 Closed
Creative Planning
103
Creative Planning
Kansas
– -$140K -20,958 Closed
IAS
104
Insigneo Advisory Services
Florida
– -$123K -18,346 Closed
HWM
105
HB Wealth Management
Georgia
– -$118K -17,683 Closed
FA
106
Fountainhead AM
New Jersey
– -$114K -16,985 Closed
MG
107
Marex Group
– -$101K -15,000 Closed
RWA
108
Redhawk Wealth Advisors
Minnesota
– -$90.5K -13,501 Closed
CA
109
Clearstead Advisors
Ohio
– -$86.7K -12,935 Closed
BRWA
110
B. Riley Wealth Advisors
Florida
– -$86.6K -12,924 Closed
Northern Trust
111
Northern Trust
Illinois
– -$86K -12,837 Closed
Goldman Sachs
112
Goldman Sachs
New York
– -$82.5K -12,307 Closed
NFSG
113
Newbridge Financial Services Group
Florida
– -$42.9K -6,400 Closed
AAG
114
Armstrong Advisory Group
Massachusetts
– -$18.9K -2,822 Closed
ASN
115
Advisory Services Network
Georgia
– -$6.03K -900 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.