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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
XWM
801
Xcel Wealth Management
Florida
$1.88M
AC
802
AlphaCore Capital
California
$1.88M +$26.2K +189 +2%
HI
803
Horizon Investments
North Carolina
$1.88M -$28.3K -204 -2%
SWM
804
Segment Wealth Management
Texas
$1.88M
SFS
805
Sowell Financial Services
Arkansas
$1.88M -$220K -1,584 -11%
WW
806
Waterfront Wealth
Kansas
$1.87M
WF
807
Welch & Forbes
Massachusetts
$1.87M +$24.7K +178 +1%
CGA
808
Crescent Grove Advisors
Illinois
$1.87M
SWP
809
Strategic Wealth Partners
Ohio
$1.86M -$578K -4,164 -26%
SFP
810
Sandbox Financial Partners
Maryland
$1.85M +$31.8K +229 +2%
DWA
811
Douglass Winthrop Advisors
New York
$1.84M +$81.2K +585 +5%
TH
812
TCTC Holdings
Texas
$1.84M
HCM
813
Hollencrest Capital Management
California
$1.84M +$2.77K +20 +0.2%
CIA
814
Capital Investment Advisors
Georgia
$1.83M -$23.2K -167 -1%
IUHSA
815
Itau Unibanco Holding S.A.
Brazil
$1.82M +$1.65M +11,865 New
CCM
816
Coldstream Capital Management
Washington
$1.82M +$667K +4,811 +76%
SOAMC
817
Spirit of America Management Corp
New York
$1.8M +$27.7K +200 +2%
PTC
818
Private Trust Company
Ohio
$1.8M -$14K -101 -0.9%
BP
819
Ballentine Partners
Massachusetts
$1.79M +$335K +2,413 +26%
HIP
820
HUB Investment Partners
Texas
$1.79M +$229K +1,649 +16%
CRWM
821
Castle Rock Wealth Management
California
$1.79M +$21.2K +153 +1%
WIM
822
Westside Investment Management
California
$1.78M -$182K -1,315 -10%
GLA
823
Good Life Advisors
Pennsylvania
$1.78M -$10.4K -75 -0.6%
MW
824
Marcum Wealth
Ohio
$1.78M -$71.6K -516 -4%
AWM
825
Angeles Wealth Management
California
$1.78M +$25.4K +183 +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.