We are live on ! Find out more
BX icon

Blackstone

1,668 hedge funds and large institutions have $53.5B invested in Blackstone in 2023 Q3 according to their latest regulatory filings, with 200 funds opening new positions, 625 increasing their positions, 590 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 98

26% more capital invested

Capital invested by funds: $42.6B → $53.5B (+$10.9B)

14% more funds holding in top 10

Funds holding in top 10: 6675 (+9)

5.38% more ownership

Funds ownership: 64.93%70.31% (+5.4%)

5% more funds holding

Funds holding: 1,5841,668 (+84)

6% more repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 590

2% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.71B

Holders
1,668
Holders Change
+84
Holders Change %
+5.3%
% of All Funds
26.47%
Holding in Top 10
75
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.64%
% of All Funds
1.19%
New
200
Increased
625
Reduced
590
Closed
98
Calls
$1.68B
Puts
$1.71B
Net Calls
-$32.7M
Net Calls Change
-$383M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1426
FinTrust Capital Advisors
South Carolina
$230K
1IA
1427
1834 Investment Advisors
Wisconsin
$230K -$53.1K -510 -19%
CAC
1428
Certified Advisory Corp
Florida
$229K +$1.45M +13,923 New
PFM
1429
Peak Financial Management
Massachusetts
$228K +$222K +2,129 New
OFS
1430
OneAscent Financial Services
Alabama
$228K -$6.66K -64 -3%
AC
1431
Abbrea Capital
California
$227K +$220K +2,115 New
BDF
1432
Black Diamond Financial
Maryland
$227K +$220K +2,115 New
HHGA
1433
Halbert Hargrove Global Advisors
California
$226K +$220K +2,108 New
PA
1434
PFG Advisors
Arizona
$226K +$219K +2,105 New
OWA
1435
Outlook Wealth Advisors
Texas
$226K +$219K +2,105 New
MWPCG
1436
Measured Wealth Private Client Group
New Hampshire
$225K +$219K +2,103 New
GCM
1437
Greenland Capital Management
New York
$225K -$3.36M -32,294 -94%
AA
1438
Aire Advisors
California
$225K +$219K +2,099 New
IWP
1439
Icon Wealth Partners
Texas
$225K +$10.2K +98 +5%
ABC
1440
Associated Banc-Corp
Wisconsin
$224K +$218K +2,095 New
DA
1441
Dover Advisors
Virginia
$224K +$218K +2,090 New
EW
1442
Evoke Wealth
California
$224K +$218K +2,090 New
MS
1443
Madden Securities
Texas
$224K +$218K +2,090 New
LF
1444
Lee Financial
Texas
$223K +$729 +7 +0.3%
WSFS
1445
Wilmington Savings Fund Society
Delaware
$221K -$16.8K -161 -7%
AWM
1446
Avior Wealth Management
Nebraska
$221K -$5.73K -55 -3%
CI Investments Inc
1447
CI Investments Inc
Ontario, Canada
$219K +$9.06K +87 +4%
PWG
1448
Portside Wealth Group
Utah
$219K +$213K +2,045 New
VT
1449
Vise Technologies
New York
$218K -$107K -1,032 -34%
BEI
1450
Benjamin Edwards Inc
Missouri
$218K -$1.46K -14 -0.7%

BX Hedge Fund Activity: Q3 2023 in Review

1,668 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2023, worth a combined $53.5B — up 26% from $42.6B a quarter earlier.

Buyers outnumbered sellers: 200 funds opened new BX positions and 98 closed out — a net gain of 102 holders — while 625 added to existing stakes and 590 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.5B. The largest seller was Wellington Management Group, cutting an estimated $785M.

  • 1,668 institutional investors held Blackstone (BX) as of Q3 2023, up from 1,584 in Q2 2023.
  • Funds reported $53.5B of Blackstone stock for Q3 2023, up 26% quarter-over-quarter.
  • 200 funds opened new Blackstone positions in Q3 2023 and 98 closed out, a net change of +102 holders.
  • The largest Blackstone buyer in Q3 2023 was Vanguard Group, an estimated $1.5B added.
  • The largest Blackstone seller in Q3 2023 was Wellington Management Group, an estimated $785M sold.

Based on aggregated 13F filings for Q3 2023.