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Blackstone

1,860 hedge funds and large institutions have $61.7B invested in Blackstone in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 750 increasing their positions, 674 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 109

11% more repeat investments, than reductions

Existing positions increased: 750 | Existing positions reduced: 674

1% more funds holding

Funds holding: 1,8481,860 (+12)

0.3% more ownership

Funds ownership: 69.5%69.8% (+0.3%)

3% less funds holding in top 10

Funds holding in top 10: 6563 (-2)

5% less capital invested

Capital invested by funds: $65.1B → $61.7B (-$3.36B)

33% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $2.39B

Holders
1,860
Holders Change
+12
Holders Change %
+0.65%
% of All Funds
26.86%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
0.91%
New
141
Increased
750
Reduced
674
Closed
109
Calls
$1.61B
Puts
$2.39B
Net Calls
-$782M
Net Calls Change
+$749M
Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
1426
SC&H Financial Advisors
Maryland
$313K
CI Investments Inc
1427
CI Investments Inc
Ontario, Canada
$313K -$5.91K -48 -2%
SPC
1428
Spirepoint Private Client
Florida
$313K -$20.2K -164 -6%
IA
1429
IFP Advisors
Florida
$312K -$38.1K -310 -11%
TAM
1430
Trillium Asset Management
Massachusetts
$311K -$59.7K -485 -16%
FWM
1431
Foguth Wealth Management
Michigan
$311K +$1.23K +10 +0.4%
Federated Hermes
1432
Federated Hermes
Pennsylvania
$310K -$119K -963 -28%
SAW
1433
Signal Advisors Wealth
Michigan
$310K -$14.6K -119 -5%
OPPS
1434
Obsidian Personal Planning Solutions
Maryland
$310K
PC
1435
Port Capital
Illinois
$309K +$3.94K +32 +1%
GFS
1436
GYL Financial Synergies
Connecticut
$308K +$82.9K +674 +37%
REMPR
1437
Roof Eidam Maycock Peralta (REMP)
California
$308K +$53.5K +435 +21%
SAM
1438
Secure Asset Management
Michigan
$306K -$229K -1,865 -43%
CFGS
1439
Concourse Financial Group Securities
Alabama
$306K -$25K -203 -8%
OWP
1440
Obermeyer Wealth Partners
Colorado
$305K -$78.6K -639 -21%
NCFG
1441
New Century Financial Group
New Jersey
$304K +$114K +923 +60%
AL
1442
Aspiriant LLC
California
$302K -$25.8K -210 -8%
WFG
1443
Wills Financial Group
Virginia
$302K +$301K +2,442 New
AM
1444
AGF Management
Ontario, Canada
$302K +$300K +2,439 New
YIA
1445
YHB Investment Advisors
Connecticut
$301K +$13.5K +110 +5%
TWA
1446
Tandem Wealth Advisors
Arizona
$300K
RC
1447
Reik & Co
New York
$300K
PWA
1448
Phoenix Wealth Advisors
North Carolina
$300K +$298K +2,425 New
CFO
1449
Callan Family Office
Pennsylvania
$299K +$297K +2,417 New
MG
1450
Marex Group
$298K -$80.7K -656 -21%

BX Hedge Fund Activity: Q2 2024 in Review

1,860 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2024, worth a combined $61.7B — down 5.2% from $65.1B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new BX positions and 109 closed out — a net gain of 32 holders — while 750 added to existing stakes and 674 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $184M. The largest seller was APG Asset Management, cutting an estimated $199M.

  • 1,860 institutional investors held Blackstone (BX) as of Q2 2024, up from 1,848 in Q1 2024.
  • Funds reported $61.7B of Blackstone stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 141 funds opened new Blackstone positions in Q2 2024 and 109 closed out, a net change of +32 holders.
  • The largest Blackstone buyer in Q2 2024 was JP Morgan Chase, an estimated $184M added.
  • The largest Blackstone seller in Q2 2024 was APG Asset Management, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2024.