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Blackstone

2,124 hedge funds and large institutions have $60.4B invested in Blackstone in 2026 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 916 increasing their positions, 799 reducing their positions, and 311 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 916 | Existing positions reduced: 799

1.26% more ownership

Funds ownership: 69.55%70.81% (+1.3%)

7% less funds holding

Funds holding: 2,2812,124 (-157)

24% less capital invested

Capital invested by funds: $79.1B → $60.4B (-$18.7B)

33% less funds holding in top 10

Funds holding in top 10: 6745 (-22)

40% less first-time investments, than exits

New positions opened: 187 | Existing positions closed: 311

42% less call options, than puts

Call options by funds: $1.43B | Put options by funds: $2.46B

Holders
2,124
Holders Change
-157
Holders Change %
-6.88%
% of All Funds
26.16%
Holding in Top 10
45
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-32.84%
% of All Funds
0.55%
New
187
Increased
916
Reduced
799
Closed
311
Calls
$1.43B
Puts
$2.46B
Net Calls
-$1.03B
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1251
Baker Tilly Wealth Management
Wisconsin
$616K +$697K +5,361 New
JSW
1252
Journey Strategic Wealth
New Jersey
$612K +$14.2K +109 +2%
CIG
1253
Cullen Investment Group
Louisiana
$612K +$4.42K +34 +0.6%
MSR
1254
Main Street Research
Connecticut
$611K +$692K +5,317 New
TWA
1255
Trace Wealth Advisors
California
$609K +$332K +2,550 +93%
SIC
1256
Salem Investment Counselors
North Carolina
$609K -$14.4K -111 -2%
PIA
1257
Perennial Investment Advisors
California
$608K +$118K +905 +21%
Fidelity International
1258
Fidelity International
Bermuda
$607K -$1.04M -8,028 -60%
NS
1259
NBC Securities
Alabama
$607K +$118K +908 +21%
BWP
1260
BSW Wealth Partners
Colorado
$604K -$100K -770 -13%
1IA
1261
1620 Investment Advisors
Massachusetts
$603K +$15.9K +122 +2%
RWP
1262
Revolve Wealth Partners
New Jersey
$602K -$48K -369 -7%
VWA
1263
Visionary Wealth Advisors
Illinois
$599K +$36.2K +278 +6%
PFA
1264
Pure Financial Advisors
California
$598K +$10K +77 +2%
PI
1265
Parkside Investments
Illinois
$598K +$677K +5,200 New
SB
1266
Strategic Blueprint
Georgia
$597K +$80.7K +620 +14%
WFA
1267
Wellspring Financial Advisors
Ohio
$597K +$330K +2,535 +95%
ANBT
1268
American National Bank & Trust
Texas
$594K -$1.56K -12 -0.2%
WH
1269
Willner & Heller
California
$593K +$4.16K +32 +0.6%
CCM
1270
CFO Capital Management
Connecticut
$591K +$44.6K +343 +7%
FC
1271
Fairscale Capital
New Hampshire
$589K +$130 +1 +0%
CGPCS
1272
Capital Group Private Client Services
California
$588K -$745K -5,730 -53%
CCWM
1273
Cassaday & Co Wealth Management
Virginia
$587K -$74.5K -573 -10%
AWM
1274
Activest Wealth Management
Florida
$586K +$579K +4,452 +692%
WA
1275
Wealth Alliance
New York
$586K +$69.2K +532 +12%