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Blackstone

2,075 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, 659 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,075
Holders Change
+13
Holders Change %
+0.63%
% 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
0.97%
New
164
Increased
970
Reduced
659
Closed
116
Calls
$1.86B
Puts
$2.45B
Net Calls
-$583M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
1976
Trust Company
Kansas
$31.4K
DMKJ
1977
David M. Knott Jr
$31.4K
CFP
1978
Comprehensive Financial Planning
Pennsylvania
$29.9K
BCM
1979
Berbice Capital Management
New York
$29.9K
PFG
1980
Putney Financial Group
California
$29.9K
LFA
1981
Livelsberger Financial Advisory
Ohio
$29.9K +$29.9K +200 New
SA
1982
Scarborough Advisors
Maryland
$29.9K +$29.9K +200 New
OWP
1983
ORG Wealth Partners
Texas
$29.8K -$77K -506 -72%
WPA
1984
Wealth Preservation Advisors
Tennessee
$29.7K +$149 +1 +0.5%
SL
1985
Salomon & Ludwin
Virginia
$27.6K
FC
1986
Family CFO
California
$27.5K +$27.5K +184 New
BCM
1987
Boreal Capital Management
Florida
$26.9K
TCM
1988
Traub Capital Management
Massachusetts
$26.8K +$26.8K +179 New
WFA
1989
West Financial Advisors
Iowa
$26.3K -$76K -508 -74%
CWM
1990
Centricity Wealth Management
Ohio
$25.7K
SC
1991
Steph & Co
Wisconsin
$24.5K -$1.05K -7 -4%
CFS
1992
CGC Financial Services
Oregon
$24.2K
HIMS
1993
Hager Investment Management Services
New Hampshire
$24.2K
RI
1994
Ridgewood Investments
New Jersey
$24.2K
HHMI
1995
Howard Hughes Medical Institute
Maryland
$23.6K +$23.6K +158 New
RF
1996
Roxbury Financial
New Jersey
$23.6K -$2.84K -19 -11%
POIA
1997
Pin Oak Investment Advisors
Texas
$23K
BFPW
1998
BOK Financial Private Wealth
Colorado
$22.4K -$31.7K -212 -59%
HWP
1999
Highline Wealth Partners
California
$21.7K +$10K +67 +86%
BHWM
2000
Bay Harbor Wealth Management
Maryland
$20.9K +$19.6K +131 +1,456%