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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
WLPWM
1751
Walled Lake Planning & Wealth Management
Illinois
$232K +$2.34K +18 +0.9%
PA
1752
PFG Advisors
Arizona
$232K -$16.9K -130 -6%
MCWS
1753
McKinley Carter Wealth Services
West Virginia
$231K -$360K -2,768 -58%
RF
1754
Rossby Financial
Florida
$231K +$211K +1,620 +405%
DT
1755
DV Trading
Illinois
$231K +$170K +1,305 +186%
EWA
1756
Exencial Wealth Advisors
Oklahoma
$231K +$38.4K +295 +17%
PTC
1757
Philadelphia Trust Company
Pennsylvania
$230K -$13.4K -103 -5%
MCM
1758
Manchester Capital Management
Vermont
$230K -$13.7K -105 -5%
AWA
1759
Alaska Wealth Advisors
Alaska
$230K
PPW
1760
PACK Private Wealth
Minnesota
$230K
SC
1761
Searle & Co
Connecticut
$230K
CP
1762
Camelot Portfolios
Ohio
$230K +$130K +1,000 +100%
QOP
1763
Quinn Opportunity Partners
Virginia
$230K +$260K +2,000 New
WAL
1764
W Advisors LLC
Tennessee
$230K
AWA
1765
Aletheian Wealth Advisors
Washington
$230K +$260K +1,998 New
SHFA
1766
SC&H Financial Advisors
Maryland
$230K -$5.33K -41 -2%
HC
1767
Headland Capital
South Carolina
$229K -$651 -5 -0.3%
TIA
1768
Traphagen Investment Advisors
New Jersey
$229K -$35.4K -272 -12%
DM
1769
Diversified Management
Wisconsin
$229K +$259K +1,991 New
HFS
1770
Howard Financial Services
Texas
$229K -$75.5K -580 -23%
WRCM
1771
Western Reserve Capital Management
Ohio
$228K
CPWL
1772
Coquina Private Wealth LLC
Florida
$228K +$2.47K +19 +1%
LFASL
1773
Lugano Financial Advisors SA (LFA)
Switzerland
$228K
FPL
1774
Fortress Private Ledger
North Carolina
$228K -$756K -5,807 -75%
FWA
1775
Flagship Wealth Advisors
Massachusetts
$228K -$120K -924 -38%