We are live on ! Find out more
BX icon

Blackstone

1,848 hedge funds and large institutions have $65.1B invested in Blackstone in 2024 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 715 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 98

2% more funds holding

Funds holding: 1,8091,848 (+39)

5% more repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 682

4.73% less ownership

Funds ownership: 74.23%69.5% (-4.7%)

6% less capital invested

Capital invested by funds: $69B → $65.1B (-$3.88B)

26% less funds holding in top 10

Funds holding in top 10: 8865 (-23)

49% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $3.15B

Holders
1,848
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
26.62%
Holding in Top 10
65
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-26.14%
% of All Funds
0.94%
New
164
Increased
715
Reduced
682
Closed
98
Calls
$1.62B
Puts
$3.15B
Net Calls
-$1.53B
Net Calls Change
-$1.19B
Name Holding Trade Value Shares
Change
Change in
Stake
WP
551
WealthPLAN Partners
Nebraska
$3.6M +$632K +5,059 +23%
CWM
552
Congress Wealth Management
Massachusetts
$3.6M -$1.1M -8,825 -24%
WorldQuant Millennium Advisors
553
WorldQuant Millennium Advisors
New York
$3.58M +$3.12M +24,965 +1,091%
RWS
554
Resolute Wealth Strategies
Mississippi
$3.56M +$24.9K +199 +0.7%
HIC
555
Holderness Investments Company
North Carolina
$3.53M +$12.7K +102 +0.4%
RWM
556
RKL Wealth Management
Pennsylvania
$3.53M +$168K +1,344 +5%
DLCIG
557
D.L. Carlson Investment Group
New Hampshire
$3.53M +$3.35M +26,864 New
MGP
558
Metis Global Partners
California
$3.53M -$11.2K -90 -0.3%
CPA
559
Capital Planning Advisors
California
$3.52M -$395K -3,160 -11%
RPCONE
560
Retirement Planning Company of New England
Rhode Island
$3.52M -$165K -1,320 -5%
CIA
561
Cohen Investment Advisors
New Hampshire
$3.52M +$103K +825 +3%
TSWM
562
Tyler-Stone Wealth Management
Ohio
$3.49M -$46.1K -369 -1%
GT
563
Glenview Trust
Kentucky
$3.48M +$10.2K +82 +0.3%
BLC
564
Brown, Lisle/Cummings
Rhode Island
$3.48M
CA
565
Cullinan Associates
Kentucky
$3.47M +$300K +2,400 +10%
ACGA
566
Atlanta Consulting Group Advisors
Georgia
$3.47M +$3.29M +26,377 New
DILIC
567
Dai-ichi Life Insurance Company
Japan
$3.46M -$59.3K -475 -2%
FHA
568
Flagship Harbor Advisors
Massachusetts
$3.46M +$7.24K +58 +0.2%
BHA
569
Beech Hill Advisors
New York
$3.45M +$152K +1,220 +5%
AFM
570
Abbot Financial Management
Massachusetts
$3.44M +$41.2K +330 +1%
SPFA
571
Summit Place Financial Advisors
New Jersey
$3.44M -$50.6K -405 -2%
ECG
572
Edge Capital Group
Georgia
$3.43M -$1.84M -14,697 -36%
VIM
573
Vinva Investment Management
Australia
$3.43M +$714K +5,720 +28%
GAM
574
Grandview Asset Management
Pennsylvania
$3.42M +$125 +1 +0%
CT
575
Coastline Trust
Rhode Island
$3.41M +$220K +1,765 +7%

BX Hedge Fund Activity: Q1 2024 in Review

1,848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2024, worth a combined $65.1B — down 5.6% from $69B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new BX positions and 98 closed out — a net gain of 66 holders — while 715 added to existing stakes and 682 trimmed.

The largest buyer was Capital World Investors, adding an estimated $318M. The largest seller was Morgan Stanley, cutting an estimated $2.98B.

  • 1,848 institutional investors held Blackstone (BX) as of Q1 2024, up from 1,809 in Q4 2023.
  • Funds reported $65.1B of Blackstone stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 164 funds opened new Blackstone positions in Q1 2024 and 98 closed out, a net change of +66 holders.
  • The largest Blackstone buyer in Q1 2024 was Capital World Investors, an estimated $318M added.
  • The largest Blackstone seller in Q1 2024 was Morgan Stanley, an estimated $2.98B sold.

Based on aggregated 13F filings for Q1 2024.