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Blackstone

1,860 hedge funds and large institutions have $61.7B invested in Blackstone in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 750 increasing their positions, 674 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 109

11% more repeat investments, than reductions

Existing positions increased: 750 | Existing positions reduced: 674

1% more funds holding

Funds holding: 1,8481,860 (+12)

0.3% more ownership

Funds ownership: 69.5%69.8% (+0.3%)

3% less funds holding in top 10

Funds holding in top 10: 6563 (-2)

5% less capital invested

Capital invested by funds: $65.1B → $61.7B (-$3.36B)

33% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $2.39B

Holders
1,860
Holders Change
+12
Holders Change %
+0.65%
% of All Funds
26.86%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
0.91%
New
141
Increased
750
Reduced
674
Closed
109
Calls
$1.61B
Puts
$2.39B
Net Calls
-$782M
Net Calls Change
+$749M
Name Holding Trade Value Shares
Change
Change in
Stake
JEST
1001
JTC Employer Solutions Trustee
Jersey
$887K
NCM
1002
NCM Capital Management
New Jersey
$885K -$18.5K -150 -2%
RA
1003
Ransom Advisory
Rhode Island
$884K
EM
1004
Excalibur Management
Massachusetts
$883K +$6.03K +49 +0.7%
AF
1005
Advisornet Financial
Minnesota
$881K +$131K +1,067 +18%
DDC
1006
DF Dent & Co
Maryland
$880K
ACA
1007
Aptus Capital Advisors
Alabama
$879K +$76.2K +619 +10%
HWA
1008
HHM Wealth Advisors
Tennessee
$879K +$714K +5,800 +445%
LW
1009
Linscomb Wealth
Texas
$879K +$12.7K +103 +1%
HCMT
1010
Highland Capital Management (Tennessee)
Tennessee
$879K -$14.2K -115 -2%
EFMC
1011
Empire Financial Management Company
New York
$877K
LIG
1012
Lokken Investment Group
Delaware
$877K +$369 +3 +0%
WA
1013
WealthTrust Axiom
Pennsylvania
$876K +$2.21K +18 +0.3%
EPA
1014
Element Pointe Advisors
Florida
$872K
NB
1015
NBT Bank
New York
$871K +$18.1K +147 +2%
Wolverine Trading
1016
Wolverine Trading
Illinois
$870K -$2.69M -21,831 -76%
PAM
1017
Panagora Asset Management
Massachusetts
$870K -$963K -7,824 -53%
CIA
1018
Cladis Investment Advisory
Montana
$867K
CWM
1019
Congress Wealth Management
Massachusetts
$863K -$2.51M -20,418 -75%
SVWAG
1020
Sound View Wealth Advisors Group
Georgia
$862K +$13.8K +112 +2%
HA
1021
Herold Advisors
New York
$861K +$738 +6 +0.1%
JWM
1022
Jeppson Wealth Management
California
$860K -$16.6K -135 -2%
OFS
1023
OMC Financial Services
New York
$858K +$444K +3,611 +109%
PJSIMP
1024
P.J. Schmidt Investment Management (PJS)
Wisconsin
$845K +$5.54K +45 +0.7%
MRCM
1025
M&R Capital Management
New Jersey
$839K -$101K -820 -11%

BX Hedge Fund Activity: Q2 2024 in Review

1,860 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2024, worth a combined $61.7B — down 5.2% from $65.1B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new BX positions and 109 closed out — a net gain of 32 holders — while 750 added to existing stakes and 674 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $184M. The largest seller was APG Asset Management, cutting an estimated $199M.

  • 1,860 institutional investors held Blackstone (BX) as of Q2 2024, up from 1,848 in Q1 2024.
  • Funds reported $61.7B of Blackstone stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 141 funds opened new Blackstone positions in Q2 2024 and 109 closed out, a net change of +32 holders.
  • The largest Blackstone buyer in Q2 2024 was JP Morgan Chase, an estimated $184M added.
  • The largest Blackstone seller in Q2 2024 was APG Asset Management, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2024.