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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
CWIG
2001
Chung Wu Investment Group
Texas
$23K -$168K -1,290 -87%
CFP
2002
Comprehensive Financial Planning
Pennsylvania
$23K -$4.16K -32 -14%
SA
2003
Scarborough Advisors
Maryland
$23K
TFM
2004
TFC Financial Management
Massachusetts
$22.3K -$520 -4 -2%
NF
2005
Napier Financial
Massachusetts
$21.5K +$24.3K +187 New
SIM
2006
Synergy Investment Management
Florida
$21.3K +$24.1K +185 New
BC
2007
Bayforest Capital
United Kingdom
$21.3K +$24.1K +185 New
FFA
2008
Frazier Financial Advisors
Ohio
$21K +$23.8K +183 New
AFC
2009
Ares Financial Consulting
California
$21K
BCM
2010
Boreal Capital Management
Florida
$20.7K +$130 +1 New
WFA
2011
West Financial Advisors
Iowa
$20.2K
RWM
2012
RMG Wealth Management
Wisconsin
$20K
CPG
2013
Cornerstone Planning Group
New Jersey
$19.6K +$2.86K +22 +16%
LA
2014
LM Advisors
California
$19.4K +$166K +1,274 +133%
SC
2015
Swan Capital
Florida
$18.7K +$11.7K +90 +125%
CFS
2016
CGC Financial Services
Oregon
$18.6K -$43.3K -333 -67%
BOJHT
2017
Bank of Jackson Hole Trust
Wyoming
$17.9K +$20.3K +156 New
RFG
2018
REAP Financial Group
Texas
$17.4K
RF
2019
Roxbury Financial
New Jersey
$17.2K -$130 -1 -0.7%
BHWM
2020
Bay Harbor Wealth Management
Maryland
$17.1K -$781 -6 -4%
HHGA
2021
Halbert Hargrove Global Advisors
California
$17K -$16.9K -130 -47%
EWP
2022
Elevation Wealth Partners
California
$16.8K +$19K +146 New
KG
2023
Kilter Group
New York
$16.5K +$3.12K +24 +20%
VWA
2024
Valued Wealth Advisors
Utah
$16.3K +$2.08K +16 +13%
PJC
2025
Phillip James Consulting
Minnesota
$16K