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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
AO
1326
Advisor OS
Illinois
$478K -$778K -5,611 -64%
RBC
1327
Romano Brothers & Co
Illinois
$478K -$41.6K -300 -9%
MHIC
1328
Marble Harbor Investment Counsel
Massachusetts
$475K
MA
1329
Montag & Associates
Georgia
$475K -$55.5K -400 -11%
FA
1330
Faithward Advisors
Pennsylvania
$474K -$3.05K -22 -0.7%
WW
1331
Westshore Wealth
California
$471K -$7.21K -52 -2%
VP
1332
Verum Partners
North Carolina
$469K +$2.22K +16 +0.5%
MCA
1333
MSH Capital Advisors
Arizona
$468K -$12.5K -90 -3%
HA
1334
Hofer & Associates
California
$466K -$9.85K -71 -2%
RA
1335
Rise Advisors
New York
$465K +$19.3K +139 +5%
DPI
1336
Diversified Portfolios Inc
Michigan
$465K -$1.8K -13 -0.4%
CG
1337
Cynosure Group
Utah
$464K +$92.5K +667 +22%
GA
1338
GSG Advisors
New Jersey
$463K +$13K +94 +3%
GFP
1339
Gryphon Financial Partners
Ohio
$462K -$1.11K -8 -0.3%
SMWM
1340
Silvia McColl Wealth Management
California
$461K
MWM
1341
Meridian Wealth Management
Kentucky
$460K +$64.8K +467 +18%
BWL
1342
Bogart Wealth LLC
Virginia
$460K
AWA
1343
Alaska Wealth Advisors
Alaska
$459K
AFM
1344
Armstrong Fleming & Moore
District of Columbia
$459K
LFWA
1345
LBJ Family Wealth Advisors
Texas
$459K +$277 +2 +0.1%
SC
1346
SouthState Corp
Florida
$456K -$23K -166 -5%
WGC
1347
Watts Gwilliam & Co
Arizona
$455K +$422K +3,043 New
HWA
1348
HCR Wealth Advisors
California
$453K -$199K -1,438 -33%
MCA
1349
Millennium Capital Advisors
Arkansas
$452K +$6.94K +50 +2%
FFG
1350
Fiduciary Financial Group
California
$451K +$3.47K +25 +0.8%

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.