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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
PCS
1476
Personal CFO Solutions
New Jersey
$387K -$125K -958 -22%
SIM
1477
Stratos Investment Management
Ohio
$386K +$38.5K +296 +10%
AP
1478
Americana Partners
Texas
$384K -$205K -1,577 -32%
BWP
1479
Bernardo Wealth Planning
Pennsylvania
$383K -$35.1K -270 -8%
LF
1480
Lantz Financial
Illinois
$381K -$15.5K -119 -3%
WA
1481
WBH Advisory
Maryland
$381K -$22.9K -176 -5%
AAG
1482
Armstrong Advisory Group
Massachusetts
$381K -$38.9K -299 -8%
BPWM
1483
BCS Private Wealth Management
New Jersey
$379K +$429K +3,300 New
CCP
1484
Carmel Capital Partners
California
$378K +$104K +803 +32%
SPWM
1485
Schrum Private Wealth Management
Florida
$377K -$3.12K -24 -0.7%
SIC
1486
Sigma Investment Counselors
Michigan
$375K -$5.2K -40 -1%
GFP
1487
Gryphon Financial Partners
Ohio
$375K -$152K -1,169 -26%
MWA
1488
Medallion Wealth Advisors
Connecticut
$374K +$1.69K +13 +0.4%
SCA
1489
Stonebridge Capital Advisors
Minnesota
$374K +$37.6K +289 +10%
ET
1490
Equitable Trust
Tennessee
$373K +$22.5K +173 +6%
C
1491
Certuity
Florida
$373K -$3.38K -26 -0.8%
SH
1492
SLT Holdings
Arizona
$373K +$422K +3,242 New
PWPS
1493
Pinnacle Wealth Planning Services
Ohio
$371K -$69.3K -533 -14%
NFG
1494
Nadler Financial Group
Illinois
$371K -$40.9K -314 -9%
AA
1495
Advisory Alpha
Michigan
$371K -$30.8K -237 -7%
FWIA
1496
Fort Washington Investment Advisors
Ohio
$370K +$190K +1,463 +83%
QWP
1497
Quotient Wealth Partners
Texas
$370K +$50.4K +387 +14%
PCM
1498
Presidio Capital Management
California
$369K +$6.63K +51 +2%
IWA
1499
IVC Wealth Advisors
Pennsylvania
$368K +$12.9K +99 +3%
CC
1500
Clearwave Capital
California
$368K +$126K +969 +43%