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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
DWM
751
Diversify Wealth Management
Utah
$2.19M +$190K +1,366 +12%
VI
752
Vestcor Inc
New Brunswick, Canada
$2.18M
FRA
753
Frank Rimerman Advisors
California
$2.17M +$26.2K +189 +1%
LNWWM
754
Laird Norton Wetherby Wealth Management
California
$2.17M -$20.4K -147 -1%
IWM
755
IHT Wealth Management
Illinois
$2.16M +$711K +5,125 +57%
KeyBank National Association
756
KeyBank National Association
Ohio
$2.16M +$29K +209 +2%
ZCI
757
Zevenbergen Capital Investments
Washington
$2.16M +$32.6K +235 +2%
RAM
758
Redmond Asset Management
Virginia
$2.15M -$17.1K -123 -0.9%
VFA
759
Valeo Financial Advisors
Indiana
$2.15M +$235K +1,693 +14%
PAS
760
Park Avenue Securities
New York
$2.14M -$880K -6,340 -31%
FFA
761
Farther Finance Advisors
California
$2.14M +$609K +4,393 +46%
HCA
762
Harbor Capital Advisors
Illinois
$2.13M +$8.88K +64 +0.5%
HH
763
Hilltop Holdings
Texas
$2.13M +$237K +1,709 +14%
MPPW
764
Mitchell & Pahl Private Wealth
Oklahoma
$2.13M -$27.2K -196 -1%
AWM
765
Accel Wealth Management
Iowa
$2.12M -$46.5K -335 -2%
CWM
766
Congress Wealth Management
Massachusetts
$2.12M +$951K +6,852 +98%
CI
767
CAZ Investments
Texas
$2.11M
CIA
768
Choate Investment Advisors
Massachusetts
$2.11M +$204K +1,471 +12%
PMSA
769
Patrick M. Sweeney & Associates
Illinois
$2.11M -$10.4K -75 -0.5%
AAS
770
Ameritas Advisory Services
Nebraska
$2.08M -$368K -2,655 -16%
AWP
771
Accretive Wealth Partners
New Jersey
$2.06M -$44.8K -323 -2%
LMKC
772
L.M. Kohn & Company
Ohio
$2.03M +$20.9K +151 +1%
EDRH
773
Edmond de Rothschild Holding
Switzerland
$2.03M +$51.2K +369 +3%
NVIM
774
New Vernon Investment Management
Illinois
$2.02M
SMC
775
Smith, Moore & Co
Missouri
$2.02M -$33.3K -240 -2%

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.