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Blackstone

1,941 hedge funds and large institutions have $78B invested in Blackstone in 2024 Q3 according to their latest regulatory filings, with 205 funds opening new positions, 758 increasing their positions, 692 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 104

26% more capital invested

Capital invested by funds: $61.7B → $78B (+$16.2B)

22% more funds holding in top 10

Funds holding in top 10: 6377 (+14)

4% more funds holding

Funds holding: 1,8611,941 (+80)

1.59% more ownership

Funds ownership: 69.8%71.39% (+1.6%)

10% more repeat investments, than reductions

Existing positions increased: 758 | Existing positions reduced: 692

22% less call options, than puts

Call options by funds: $2.16B | Put options by funds: $2.77B

Holders
1,941
Holders Change
+80
Holders Change %
+4.3%
% of All Funds
27.87%
Holding in Top 10
77
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+22.22%
% of All Funds
1.11%
New
205
Increased
758
Reduced
692
Closed
104
Calls
$2.16B
Puts
$2.77B
Net Calls
-$612M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
476
Blue Zone Wealth Advisors
California
$5.49M +$40.8K +294 +0.8%
LWA
477
Lantern Wealth Advisors
New York
$5.49M -$170K -1,225 -3%
FC
478
FORA Capital
Florida
$5.48M +$1.57M +11,289 +46%
UM
479
UniSuper Management
Australia
$5.47M -$44.4K -320 -0.9%
AAS
480
Avantax Advisory Services
Texas
$5.47M -$977K -7,043 -16%
PWP
481
Private Wealth Partners
California
$5.46M +$69.8K +503 +1%
RMC
482
Resources Management Corp
Connecticut
$5.45M -$19.1K -138 -0.4%
VVP
483
Venture Visionary Partners
Ohio
$5.44M -$2.11M -15,230 -30%
KOCAA
484
Knights of Columbus Asset Advisors
Connecticut
$5.43M -$187K -1,345 -4%
CS
485
Cannell & Spears
New York
$5.42M +$249K +1,798 +5%
CAC
486
Core Alternative Capital
Georgia
$5.41M -$107K -773 -2%
OIA
487
OneDigital Investment Advisors
Kansas
$5.36M +$199K +1,433 +4%
SCTC
488
Sanibel Captiva Trust Company
Florida
$5.36M +$1.94M +13,997 +67%
NMERB
489
New Mexico Educational Retirement Board
New Mexico
$5.34M -$125K -900 -3%
IAS
490
Insigneo Advisory Services
Florida
$5.32M +$75.5K +544 +2%
FMI
491
F/M Investments
District of Columbia
$5.3M -$18.6K -134 -0.4%
WC
492
Waterloo Capital
Texas
$5.28M -$537K -3,868 -10%
SW
493
SteelPeak Wealth
California
$5.24M +$40K +288 +0.8%
CHAM
494
Clear Harbor Asset Management
Connecticut
$5.24M +$694 +5 +0%
CIA
495
Concurrent Investment Advisors
Florida
$5.22M +$202K +1,459 +4%
EIP
496
Easterly Investment Partners
Massachusetts
$5.2M +$277 +2 +0%
SC
497
Sierra Capital
Florida
$5.17M +$2.27M +16,337 +94%
VF
498
Virtu Financial
New York
$5.16M +$4.68M +33,715 New
Axa
499
Axa
France
$5.16M -$148K -1,065 -3%
RCA
500
Ranch Capital Advisors
Florida
$5.16M +$148K +1,064 +3%

BX Hedge Fund Activity: Q3 2024 in Review

1,941 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2024, worth a combined $78B — up 26% from $61.7B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new BX positions and 104 closed out — a net gain of 101 holders — while 758 added to existing stakes and 692 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $804M. The largest seller was Brown Advisory, cutting an estimated $497M.

  • 1,941 institutional investors held Blackstone (BX) as of Q3 2024, up from 1,861 in Q2 2024.
  • Funds reported $78B of Blackstone stock for Q3 2024, up 26% quarter-over-quarter.
  • 205 funds opened new Blackstone positions in Q3 2024 and 104 closed out, a net change of +101 holders.
  • The largest Blackstone buyer in Q3 2024 was JP Morgan Chase, an estimated $804M added.
  • The largest Blackstone seller in Q3 2024 was Brown Advisory, an estimated $497M sold.

Based on aggregated 13F filings for Q3 2024.