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Blackstone
BX

Overview Fund Activity

2,118 hedge funds and large institutions have $88.1B invested in Blackstone in 2024 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 765 increasing their positions, 758 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+193
Holders Change %
+10.03%
% of All Funds
28.19%
Holding in Top 10
107
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+40.79%
% of All Funds
1.42%
New
296
Increased
765
Reduced
758
Closed
73
Calls
$2.68B
Puts
$3.43B
Net Calls
-$748M
Net Calls Change
-$136M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$488M
2
BlackRock
BlackRock
New York
+$255M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$240M
4
Morgan Stanley
Morgan Stanley
New York
+$238M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$174M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$845M
2
IAIM
International Assets Investment Management
Florida
-$725M
3
Capital International Investors
Capital International Investors
California
-$547M
4
Edgewood Management
Edgewood Management
Connecticut
-$281M
5
Bessemer Group
Bessemer Group
New Jersey
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
1501
Confluence Wealth Services
Pennsylvania
$439K +$55.5K +299 +14%
SPC
1502
Spirepoint Private Client
Florida
$438K – – –
SHFA
1503
SC&H Financial Advisors
Maryland
$437K – – –
AWM
1504
Aprio Wealth Management
Georgia
$435K +$10K +58 +2%
TAM
1505
Trillium Asset Management
Massachusetts
$434K – – –
JF
1506
Jump Financial
Illinois
$433K -$539K -3,127 -55%
TWA
1507
Trace Wealth Advisors
California
$431K +$431K +2,500 New
MTC
1508
McDaniel Terry & Co
Texas
$431K – – –
CFG
1509
Copley Financial Group
California
$430K -$143K -831 -25%
QCG
1510
Quadrant Capital Group
Ohio
$428K +$25.2K +146 +6%
WHG
1511
Westwood Holdings Group
Texas
$428K -$172 -1 -0%
RIA
1512
Regal Investment Advisors
Michigan
$428K +$5.69K +33 +1%
BFA
1513
Brown Financial Advisors
Ohio
$423K -$160K -926 -27%
SAM
1514
Secure Asset Management
Michigan
$423K – – –
HDA
1515
Harold Davidson & Associates
California
$419K +$419K +2,433 New
MAWA
1516
Moss Adams Wealth Advisors
Washington
$418K +$25.2K +146 +6%
RC
1517
Reik & Co
New York
$418K – – –
YIA
1518
YHB Investment Advisors
Connecticut
$417K – – –
CCA
1519
Clearwater Capital Advisors
Illinois
$417K -$4.31K -25 -1%
JWCA
1520
J.W. Coons Advisors
Ohio
$416K +$416K +2,414 New
TWA
1521
Tandem Wealth Advisors
Arizona
$415K +$2.07K +12 +0.5%
SFFS
1522
Stonehage Fleming Financial Services
Jersey
$415K -$172 -1 -0%
AA
1523
Alta Advisers
United Kingdom
$415K +$87.2K +506 +27%
HCP
1524
Hardin Capital Partners
South Carolina
$414K – – –
TCM
1525
TruNorth Capital Management
Michigan
$414K +$414K +2,400 New
59 60
61
62 63