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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
LS
1101
Livforsakringsbolaget Skandia
Sweden
$821K +$565K +4,076 +317%
JWA
1102
JFS Wealth Advisors
Pennsylvania
$820K -$138K -996 -16%
QCIG
1103
Quad-Cities Investment Group
Iowa
$819K
VWA
1104
Visionary Wealth Advisors
Illinois
$816K +$7.63K +55 +1%
HCM
1105
Hodges Capital Management
Texas
$815K -$97.1K -700 -12%
ACM
1106
Avalon Capital Management
California
$815K
CSIC
1107
Clifford Swan Investment Counsel
California
$814K -$27.6K -199 -4%
FFN
1108
Focus Financial Network
Minnesota
$814K -$65.6K -473 -8%
AC
1109
Avestar Capital
New York
$812K +$71.6K +516 +11%
HWA
1110
HHM Wealth Advisors
Tennessee
$812K -$250K -1,800 -25%
IAA
1111
Ironsides Asset Advisors
North Carolina
$812K
TPWA
1112
TRUE Private Wealth Advisors
Oregon
$811K
MCCA
1113
Mill Creek Capital Advisors
Pennsylvania
$811K -$49.5K -357 -6%
BCWM
1114
Bartlett & Co Wealth Management
Ohio
$811K
IA
1115
IAM Advisory
Pennsylvania
$810K +$11.8K +85 +2%
LWMM
1116
Legacy Wealth Management (Mississippi)
Mississippi
$806K +$730K +5,264 New
KNW
1117
Kesler Norman & Wride
Utah
$804K +$728K +5,248 New
MWA
1118
Meridian Wealth Advisors
Texas
$802K
RBC
1119
Roble Belko & Company
Pennsylvania
$801K
MIS
1120
Morningstar Investment Services
Illinois
$801K +$141K +1,013 +24%
BHWM
1121
Bar Harbor Wealth Management
New Hampshire
$800K -$22.1K -159 -3%
ST
1122
Smithfield Trust
Pennsylvania
$794K -$2.77K -20 -0.4%
LA
1123
LM Advisors
California
$791K -$139K -999 -16%
LFG
1124
Larson Financial Group
Missouri
$789K +$244K +1,759 +52%
MSFP
1125
Mark Sheptoff Financial Planning
Connecticut
$789K

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.