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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
MWM
1501
Mindset Wealth Management
Indiana
$368K -$1.95K -15 -0.5%
BWA
1502
BCU Wealth Advisors
Illinois
$368K
WAAG
1503
Wealth Alliance Advisory Group
Kansas
$367K +$55.4K +426 +15%
DA
1504
Dover Advisors
Virginia
$367K -$911 -7 -0.2%
IMRF
1505
Illinois Municipal Retirement Fund
Illinois
$366K -$703K -5,400 -63%
CWM
1506
Circle Wealth Management
New Jersey
$366K +$414K +3,183 New
AP
1507
Atwood & Palmer
Missouri
$366K +$4.55K +35 +1%
VWM
1508
Venturi Wealth Management
Texas
$365K -$19K -146 -4%
LAS
1509
LWM Advisory Services
Florida
$364K
TCP
1510
TMB Capital Partners
Arkansas
$364K +$651 +5 +0.2%
CA
1511
CoreCap Advisors
Michigan
$364K +$11.8K +91 +3%
RCM
1512
RB Capital Management
Nevada
$364K -$69.6K -535 -14%
APP
1513
Avantax Planning Partners
Iowa
$363K -$5.07K -39 -1%
CA
1514
Claro Advisors
Massachusetts
$363K -$20.3K -156 -5%
FVWA
1515
Foster Victor Wealth Advisors
South Carolina
$361K -$147K -1,132 -28%
Federated Hermes
1516
Federated Hermes
Pennsylvania
$361K -$1.43K -11 -0.3%
JWBC
1517
J.W. Burns & Co
New York
$359K -$19.5K -150 -5%
SIAG
1518
Signet Investment Advisory Group
Rhode Island
$356K
SS
1519
SBI Securities
Japan
$356K +$9.37K +72 +2%
GLA
1520
Great Lakes Advisors
Illinois
$356K -$62.8K -483 -13%
EA
1521
Everpar Advisors
Oklahoma
$355K -$116K -894 -22%
EWS
1522
Eagle Wealth Strategies
New Jersey
$355K +$1.95K +15 +0.5%
BWL
1523
Bogart Wealth LLC
Virginia
$355K -$61.5K -473 -13%
RTC
1524
Real Talk Capital
Tennessee
$355K +$93.3K +717 +30%
SIG
1525
Spinnaker Investment Group
California
$355K +$17.2K +132 +4%