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Blackstone

2,076 hedge funds and large institutions have $76.2B invested in Blackstone in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 970 increasing their positions, 660 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,076
Holders Change
+14
Holders Change %
+0.68%
% of All Funds
27.82%
Holding in Top 10
72
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.88%
% of All Funds
0.96%
New
164
Increased
970
Reduced
660
Closed
116
Calls
$1.86B
Puts
$2.45B
Net Calls
-$583M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Shares
Change %
OPPS
1526
Obsidian Personal Planning Solutions
Maryland
$374K
MTC
1527
McDaniel Terry & Co
Texas
$374K
FWI
1528
Facet Wealth Inc
Maryland
$374K +$87K +503 +30%
CW
1529
Channel Wealth
California
$371K
OA
1530
Operose Advisors
Wisconsin
$369K
BA
1531
Bridgewater Associates
Connecticut
$369K -$308K -2,061 -46%
BAAM
1532
Baker Avenue Asset Management
California
$368K -$28.6K -191 -7%
HCP
1533
Hardin Capital Partners
South Carolina
$367K
RWMG
1534
Redwood Wealth Management Group
New Jersey
$366K -$1.5K -10 -0.4%
FMWA
1535
Forvis Mazars Wealth Advisors
Missouri
$364K -$299 -2 -0.1%
VCWA
1536
Vanguard Capital Wealth Advisors
Colorado
$364K
OAM
1537
Occidental Asset Management
California
$364K -$173K -1,155 -32%
PC
1538
Port Capital
Illinois
$363K
RC
1539
Reik & Co
New York
$363K
LWM
1540
Lionshead Wealth Management
New York
$362K -$86.3K -577 -19%
PCA
1541
Prosperity Capital Advisors
Ohio
$361K -$48.5K -324 -12%
WHG
1542
Westwood Holdings Group
Texas
$361K +$7.93K +53 +2%
HG
1543
Herbst Group
Connecticut
$361K +$20.8K +139 +6%
PA
1544
PFG Advisors
Arizona
$361K +$57.3K +383 +19%
SAM
1545
Secure Asset Management
Michigan
$360K +$449 +3 +0.1%
SFG
1546
Sather Financial Group
Texas
$359K +$60K +401 +20%
TWM
1547
TCFG Wealth Management
California
$359K -$14.2K -95 -4%
PIM
1548
Penobscot Investment Management
Massachusetts
$359K -$748 -5 -0.2%
BHIA
1549
Birch Hill Investment Advisors
Massachusetts
$359K +$74.8K +500 +26%
CFG
1550
Copley Financial Group
California
$358K -$17.1K -114 -5%