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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
TLFA
1926
True Link Financial Advisors
California
$65.9K +$74.5K +573 New
BWA
1927
Basecamp Wealth Advisors
Washington
$65.4K -$5.07K -39 -6%
FP
1928
Financial Perspectives
Minnesota
$64.4K
UFPG
1929
United Financial Planning Group
New York
$64.4K
SL
1930
Salomon & Ludwin
Virginia
$64K +$14.1K +108 +24%
BBPWM
1931
Blue Bell Private Wealth Management
Pennsylvania
$63.4K
LFA
1932
LGT Financial Advisors
Texas
$63.2K +$71.6K +550 New
WWM
1933
Wolff Wiese Magana
California
$62.2K +$11.7K +90 +20%
IBOK
1934
Independence Bank of Kentucky
Kentucky
$61.4K -$198K -1,521 -74%
NRG
1935
Nemes Rush Group
Michigan
$60.8K -$520 -4 -0.8%
RFP
1936
Root Financial Partners
California
$60.4K -$19.6K -151 -22%
BTC
1937
Bank & Trust Company
Illinois
$60.4K +$9.5K +73 +16%
BA
1938
Bard Associates
Illinois
$59.8K +$2.6K +20 +4%
HBW
1939
Hazlett, Burt & Watson
West Virginia
$59K -$288K -2,217 -81%
VNT
1940
Vanguard National Trust
Pennsylvania
$58.9K +$66.6K +512 New
FDW
1941
Fourth Dimension Wealth
Ohio
$57.5K
FRA
1942
Front Row Advisors
California
$57.5K +$65.1K +500 New
WSFG
1943
Wall Street Financial Group
Illinois
$57.1K +$64.7K +497 New
C
1944
Covestor
United Kingdom
$57K -$83.9K -645 -56%
MEG
1945
Millstone Evans Group
Colorado
$56.6K -$42.3K -325 -40%
GFA
1946
Godfrey Financial Associates
New York
$55.8K -$651 -5 -1%
PP
1947
PFS Partners
New Jersey
$55K +$390 +3 +0.6%
EP
1948
Essential Partners
California
$54.2K +$43.8K +337 +251%
MHR
1949
Matthew Hamilton Rosenberg
$52.5K
BL
1950
BFSG LLC
California
$51.3K