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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 %
HHGA
2001
Halbert Hargrove Global Advisors
California
$20K -$1.05K -7 -5%
AWM
2002
Abound Wealth Management
Tennessee
$19.9K +$3.44K +23 +21%
CFD
2003
Creative Financial Designs
Indiana
$19.7K -$1.65K -11 -8%
CPG
2004
Cornerstone Planning Group
New Jersey
$19.5K -$103K -614 -84%
VWA
2005
Valued Wealth Advisors
Utah
$18.9K
WAM
2006
WFA Asset Management
Wisconsin
$18K -$17.8K -144 -50%
AW
2007
Avion Wealth
Texas
$18K +$4.91K +33 +38%
CWP
2008
Concord Wealth Partners
Virginia
$17.8K
HFS
2009
Hughes Financial Services
Virginia
$17.8K -$3.05K -18 -15%
JGIA
2010
Jackson Grant Investment Advisers
Connecticut
$16.8K
PPA
2011
Painted Porch Advisors
California
$16.6K
1NWS
2012
1 North Wealth Services
Maryland
$16.6K
MAS
2013
MPWM Advisory Solutions
Georgia
$15.9K -$2.99K -20 -16%
NMG
2014
New Millennium Group
Utah
$15.4K -$1.35K -9 -8%
DWM
2015
Dogwood Wealth Management
Kansas
$15.2K +$14.4K +92 +1,840%
T
2016
Tidemark
California
$15K
IWP
2017
IAG Wealth Partners
Wisconsin
$15K
BCPWM
2018
Bradley & Co Private Wealth Management
Florida
$15K
MHIP
2019
Mountain Hill Investment Partners
New Jersey
$15K
OC
2020
Oakworth Capital
Alabama
$14.1K
WAS
2021
Winch Advisory Services
Wisconsin
$14.1K
CIAS
2022
CBIZ Investment Advisory Services
Ohio
$13.8K -$8.98K -60 -39%
KG
2023
Kilter Group
New York
$13.7K +$13.7K +91 New
CWM
2024
Cranbrook Wealth Management
Michigan
$13.5K +$9.42K +63 +233%
KTC
2025
Kentucky Trust Company
Kentucky
$13K