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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
MC
1676
Middleton & Co
Massachusetts
$230K +$208K +1,500 New
MAG
1677
MRA Advisory Group
New Jersey
$229K -$44.4K -320 -18%
WDG
1678
Wealth Dimensions Group
Ohio
$227K +$206K +1,484 New
FCBT
1679
First Citizens Bank & Trust
North Carolina
$227K +$206K +1,484 New
VSQM
1680
V-Square Quantitative Management
Illinois
$227K -$25.2K -182 -11%
LCS
1681
Levin Capital Strategies
New York
$227K +$205K +1,480 New
BWM
1682
BCS Wealth Management
Tennessee
$225K +$204K +1,470 New
SF
1683
Slagle Financial
Illinois
$225K +$204K +1,469 New
EWA
1684
Exencial Wealth Advisors
Oklahoma
$224K +$203K +1,464 New
CPWM
1685
Cypress Point Wealth Management
Texas
$224K +$203K +1,463 New
BAAM
1686
Baker Avenue Asset Management
California
$223K +$202K +1,457 New
KWM
1687
Kolinsky Wealth Management
New Jersey
$223K -$55.4K -399 -22%
ACM
1688
Armbruster Capital Management
New York
$223K +$202K +1,455 New
FMTC
1689
Farmers & Merchants Trust Company
California
$222K +$201K +1,452 New
BDF
1690
Black Diamond Financial
Maryland
$222K +$201K +1,448 New
WIM
1691
Warwick Investment Management
Texas
$221K +$200K +1,443 New
TMWM
1692
Taylor & Morgan Wealth Management
Michigan
$221K +$200K +1,442 New
PTB
1693
Pioneer Trust Bank
Oregon
$221K +$200K +1,440 New
CIC
1694
Carnegie Investment Counsel
Ohio
$220K +$199K +1,435 New
YDMI
1695
Y.D. More Investments
Israel
$219K +$2.64K +19 +1%
BSI
1696
Bennett Selby Investments
Maine
$219K +$198K +1,427 New
CWA
1697
Canvas Wealth Advisors
Kansas
$217K +$197K +1,417 New
AB
1698
Atlas Brown
Kentucky
$216K +$196K +1,411 New
DWM
1699
Drive Wealth Management
Utah
$214K +$194K +1,401 New
BMC
1700
Benin Management Corp
Connecticut
$214K +$194K +1,400 New

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.