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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
FCB
1451
First County Bank
Connecticut
$355K -$61K -440 -16%
CM
1452
Crestline Management
Texas
$354K +$321K +2,315 New
EWM
1453
Evermay Wealth Management
Virginia
$354K -$5.55K -40 -2%
4WM
1454
44 Wealth Management
Oregon
$354K +$294K +2,121 New
EFSCE
1455
Enterprise Financial Services Corp (EFSC)
Missouri
$353K -$119K -858 -27%
OIA
1456
Optimum Investment Advisors
Illinois
$352K -$55.5K -400 -15%
PNC
1457
Park National Corp
Ohio
$351K -$131K -941 -29%
TWM
1458
TCFG Wealth Management
California
$350K +$317K +2,288 New
CFO
1459
Callan Family Office
Pennsylvania
$349K -$18.9K -136 -6%
LSIA
1460
LaSalle St. Investment Advisors
Illinois
$349K +$317K +2,284 New
MAWA
1461
Moss Adams Wealth Advisors
Washington
$349K +$16.4K +118 +5%
GM
1462
GeoWealth Management
Illinois
$349K +$277 +2 +0.1%
VCP
1463
Vista Capital Partners
Oregon
$348K +$139 +1 +0%
LPT
1464
Legacy Private Trust
Wisconsin
$348K +$5.55K +40 +2%
FMWA
1465
Forvis Mazars Wealth Advisors
Missouri
$347K -$7.35K -53 -2%
ERIM
1466
Eagle Ridge Investment Management
Connecticut
$346K +$49.5K +357 +19%
AWM
1467
Avior Wealth Management
Nebraska
$346K +$3.75K +27 +1%
MIM
1468
Marco Investment Management
Georgia
$345K +$313K +2,256 New
CPSC
1469
Carl P. Sherr & Co
Massachusetts
$345K
V
1470
VeraBank
Texas
$344K -$4.72K -34 -1%
TCOV
1471
Trust Company of Vermont
Vermont
$343K +$9.29K +67 +3%
RCM
1472
RNC Capital Management
California
$341K
MWM
1473
Mattern Wealth Management
Kansas
$341K -$69.4K -500 -18%
CAC
1474
Certified Advisory Corp
Florida
$341K +$2.5K +18 +0.8%
GWM
1475
Gray Wealth Management
Maine
$340K

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.