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BTX

BlackRock Technology and Private Equity Term Trust
BTX

114 hedge funds and large institutions have $652M invested in BlackRock Technology and Private Equity Term Trust in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

2% more funds holding

Funds holding: 112 → 114 (+2)

1.75% more ownership

Funds ownership: 45.85% → 47.6% (+1.8%)

13% less capital invested

Capital invested by funds: $747M → $652M (-$94.4M)

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
24
Increased
41
Reduced
34
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$6.17M
2
AIA
Absolute Investment Advisers
Florida
+$5.45M
3
SIA
Sit Investment Associates
Minnesota
+$4.82M
4
CC
CF Capital
Massachusetts
+$4.29M
5
CL
CSS LLC
Illinois
+$4.18M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$2.96M
2
COLIM
City of London Investment Management
United Kingdom
-$2.81M
3
AGM
Alpine Global Management
New York
-$2.79M
4
Bank of America
Bank of America
North Carolina
-$2.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$380M +$3.86M +519,269 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$35.9M +$310K +41,728 +0.7%
SIA
3
Sit Investment Associates
Minnesota
$31.5M +$4.82M +648,343 +15%
Invesco
4
Invesco
Georgia
$23M +$3.01M +405,439 +12%
Raymond James Financial
5
Raymond James Financial
Florida
$15.7M -$2.96M -397,949 -14%
Lazard Asset Management
6
Lazard Asset Management
New York
$15.4M – – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.3M +$638K +85,809 +4%
PCM
8
Penserra Capital Management
California
$13.7M +$317K +42,676 +2%
SC
9
Sessa Capital
New York
$12.6M – – –
AIA
10
Absolute Investment Advisers
Florida
$12.5M +$5.45M +732,401 +58%
RCM
11
Rivernorth Capital Management
Florida
$11.3M +$6.17M +830,046 +85%
KIM
12
Karpus Investment Management
New York
$9.31M -$207K -27,854 -2%
Bank of America
13
Bank of America
North Carolina
$7.89M -$2.32M -312,427 -20%
UBS Group
14
UBS Group
Switzerland
$6.54M -$302K -40,579 -4%
CC
15
CF Capital
Massachusetts
$6.26M +$4.29M +576,858 +140%
QL
16
Quarry LP
New York
$4.8M +$1.9M +255,290 +50%
CL
17
CSS LLC
Illinois
$4.49M +$4.18M +562,486 +362%
BCM
18
Bluefin Capital Management
New York
$3.7M +$4.4M +591,494 New
BI
19
Bulldog Investors
New Jersey
$3.08M +$1.48M +199,553 +68%
SFS
20
Shaker Financial Services
Virginia
$2.72M +$2.64M +354,579 +446%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$2.41M -$37.8K -5,078 -1%
Ameriprise
22
Ameriprise
Minnesota
$2.27M +$35.2K +4,734 +1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.23M +$32.6K +4,380 +1%
1CP
24
1607 Capital Partners
Virginia
$1.69M +$30.5K +4,100 +2%
Capstone Investment Advisors
25
Capstone Investment Advisors
New York
$1.62M – – –
1
2 3 4 5

BTX Hedge Fund Activity: Q1 2025 in Review

114 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BlackRock Technology and Private Equity Term Trust (BTX) for Q1 2025, worth a combined $652M — down 13% from $747M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BTX positions and 21 closed out — a net gain of 3 holders — while 41 added to existing stakes and 34 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $6.17M. The largest seller was Raymond James Financial, cutting an estimated $2.96M.

  • 114 institutional investors held BlackRock Technology and Private Equity Term Trust (BTX) as of Q1 2025, up from 112 in Q4 2024.
  • Funds reported $652M of BlackRock Technology and Private Equity Term Trust stock for Q1 2025, down 13% quarter-over-quarter.
  • 24 funds opened new BlackRock Technology and Private Equity Term Trust positions in Q1 2025 and 21 closed out, a net change of +3 holders.
  • The largest BlackRock Technology and Private Equity Term Trust buyer in Q1 2025 was Rivernorth Capital Management, an estimated $6.17M added.
  • The largest BlackRock Technology and Private Equity Term Trust seller in Q1 2025 was Raymond James Financial, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2025.