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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
SEP
1351
Southland Equity Partners
Missouri
$501K -$86.4K -664 -13%
GHI
1352
Gross & Hartman Investments
Pennsylvania
$500K +$77.8K +598 +16%
TWA
1353
TCI Wealth Advisors
Arizona
$499K +$45.7K +351 +9%
AAS
1354
Annex Advisory Services
Wisconsin
$499K -$25.4K -195 -4%
LA
1355
LVW Advisors
New York
$499K +$5.86K +45 +1%
BCWM
1356
Bartlett & Co Wealth Management
Ohio
$498K -$15.7K -121 -3%
FWP
1357
Forefront Wealth Partners
Texas
$497K +$562K +4,323 New
OF
1358
Optimize Financial
California
$496K +$211K +1,622 +60%
TWM
1359
Trueblood Wealth Management
Ohio
$496K +$5.07K +39 +0.9%
MWS
1360
MFA Wealth Services
California
$494K +$36.8K +283 +7%
RCA
1361
Riverview Capital Advisers
Massachusetts
$493K -$8.33K -64 -1%
PAM
1362
Panagora Asset Management
Massachusetts
$491K
YIA
1363
YHB Investment Advisors
Connecticut
$491K -$316K -2,430 -36%
HWA
1364
Heritage Wealth Advisors
Virginia
$488K
KBFS
1365
Kohmann Bosshard Financial Services
Ohio
$488K -$13K -100 -2%
HWA
1366
HHM Wealth Advisors
Tennessee
$488K -$14.8K -114 -3%
JWA
1367
JFS Wealth Advisors
Pennsylvania
$487K -$11.4K -88 -2%
TWPM
1368
Total Wealth Planning & Management
Florida
$481K -$27.2K -209 -5%
TPCW
1369
TD Private Client Wealth
New York
$481K +$14.1K +108 +3%
ACM
1370
Argent Capital Management
Missouri
$480K -$68.1M -523,506 -99%
EL
1371
Essex LLC
Illinois
$480K +$216K +1,659 +66%
SFG
1372
Shum Financial Group
California
$479K +$15.9K +122 +3%
FM
1373
Family Management
New York
$477K +$23.7K +182 +5%
WA1
1374
Wimmer Associates 1
California
$476K
KFGK
1375
Keystone Financial Group (Kentucky)
Kentucky
$476K +$67.4K +518 +14%