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Blackstone

2,076 hedge funds and large institutions have $76.2B invested in Blackstone in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 971 increasing their positions, 659 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,076
Holders Change
+14
Holders Change %
+0.68%
% of All Funds
27.82%
Holding in Top 10
72
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.88%
% of All Funds
0.96%
New
164
Increased
971
Reduced
659
Closed
116
Calls
$1.86B
Puts
$2.45B
Net Calls
-$583M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Shares
Change %
JMFC
1301
J.M. Forbes & Co
Massachusetts
$614K +$3.74K +25 +0.6%
CA
1302
Cornerstone Advisory
Maryland
$612K -$5.24K -35 -0.8%
NAS
1303
NWF Advisory Services
California
$603K +$52.2K +349 +9%
FM
1304
Family Management
New York
$601K +$18.7K +125 +3%
FWCM
1305
Ferguson Wellman Capital Management
Oregon
$601K -$14.7K -98 -2%
PCM
1306
Presidio Capital Management
California
$601K +$598 +4 +0.1%
PIA
1307
Perennial Investment Advisors
California
$600K +$28.7K +192 +5%
HCM
1308
Hodges Capital Management
Texas
$600K -$13.5K -90 -2%
NS
1309
NBC Securities
Alabama
$599K +$5.68K +38 +1%
JWCA
1310
J.W. Coons Advisors
Ohio
$599K +$215K +1,440 +56%
CSPIA
1311
Cary Street Partners Investment Advisory
Virginia
$599K +$12.1K +81 +2%
SC
1312
Saiph Capital
New Jersey
$598K +$598K +4,000 New
OFS
1313
OneAscent Financial Services
Alabama
$596K +$25.2K +168 +4%
CRWM
1314
Castle Rock Wealth Management
California
$594K -$1.1M -6,517 -65%
SIM
1315
Stratos Investment Management
Ohio
$593K +$22.9K +153 +4%
TWA
1316
TCI Wealth Advisors
Arizona
$593K +$2.09K +14 +0.4%
AWM
1317
Activest Wealth Management
Florida
$593K +$5.39K +36 +0.9%
VA
1318
Valmark Advisers
Ohio
$591K -$3.89K -26 -0.7%
ATS
1319
Ashton Thomas Securities
New York
$589K -$11.2K -75 -2%
CCA
1320
Covey Capital Advisors
Georgia
$586K
LWMM
1321
Legacy Wealth Management (Mississippi)
Mississippi
$586K -$316K -2,114 -35%
ANC
1322
Ames National Corp
Iowa
$583K
BWA
1323
BCU Wealth Advisors
Illinois
$583K +$583K +3,900 New
OBWG
1324
Onyx Bridge Wealth Group
New York
$580K +$15.4K +103 +3%
BWP
1325
Bernardo Wealth Planning
Pennsylvania
$579K +$6.88K +46 +1%