We are live on ! Find out more
BX icon

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
CWM
1501
Concentric Wealth Management
California
$324K -$33.3K -240 -10%
ABC
1502
Associated Banc-Corp
Wisconsin
$324K -$6.1K -44 -2%
OWA
1503
Outlook Wealth Advisors
Texas
$323K
SFM
1504
Signet Financial Management
New Jersey
$323K +$277 +2 +0.1%
TBA
1505
Tower Bridge Advisors
Pennsylvania
$323K
HCM
1506
Hutchinson Capital Management
California
$323K +$13.2K +95 +5%
CFGS
1507
Concourse Financial Group Securities
Alabama
$322K -$51.1K -368 -15%
BPCE
1508
Bank Pictet & Cie (Europe)
Germany
$322K
TNBTD
1509
Trustmark National Bank Trust Department
Mississippi
$322K +$13.9K +100 +5%
PP
1510
PDS Planning
Ohio
$321K +$16.5K +119 +6%
BONST
1511
Bank of Nova Scotia Trust
Ontario, Canada
$319K
AFA
1512
AA Financial Advisors
Ohio
$318K +$288K +2,078 New
TIA
1513
Traphagen Investment Advisors
New Jersey
$317K +$6.24K +45 +2%
FWM
1514
Fonville Wealth Management
Virginia
$317K +$30.4K +219 +12%
OCM
1515
Objective Capital Management
Ohio
$317K +$287K +2,070 New
CWS
1516
Confluence Wealth Services
Pennsylvania
$317K -$1.53K -11 -0.5%
ATFA
1517
All Terrain Financial Advisors
Minnesota
$316K +$1.67K +12 +0.6%
NHC
1518
Nicholas Hoffman & Company
Georgia
$316K
CH
1519
Cromwell Holdings
Wyoming
$315K
CCG
1520
Catalina Capital Group
California
$314K +$43.6K +314 +18%
WFM
1521
Wolff Financial Management
Michigan
$313K +$139 +1 +0%
KWA
1522
Kellett Wealth Advisors
Ohio
$313K +$139 +1 +0%
PCA
1523
Peddock Capital Advisors
Massachusetts
$312K +$20.7K +149 +8%
S
1524
Sachetta
Massachusetts
$310K +$34.3K +247 +14%
DWA
1525
Delta Wealth Advisors
Indiana
$310K

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.