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Blackstone

2,172 hedge funds and large institutions have $86.7B invested in Blackstone in 2025 Q3 according to their latest regulatory filings, with 225 funds opening new positions, 917 increasing their positions, 695 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

4% more funds holding

Funds holding: 2,0972,172 (+75)

1.05% less ownership

Funds ownership: 69.99%68.94% (-1%)

13% less call options, than puts

Call options by funds: $2.19B | Put options by funds: $2.5B

Holders
2,172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.19B
Puts
$2.5B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PB
2001
Pinnacle Bancorp
Nebraska
$103K
PWM
2002
Proathlete Wealth Management
Florida
$102K
RDFA
2003
Ritter Daniher Financial Advisory
Ohio
$102K
HNW
2004
High Note Wealth
Minnesota
$101K
SIC
2005
SJS Investment Consulting
Ohio
$98.8K
FP
2006
Financial Perspectives
Minnesota
$95.7K
TVWM
2007
Tower View Wealth Management
Wisconsin
$95.6K
BBPWM
2008
Blue Bell Private Wealth Management
Pennsylvania
$94.1K
BHWM
2009
Beaird Harris Wealth Management
Texas
$92.4K
WTA
2010
Washington Trust Advisors
Massachusetts
$92.3K
UFPG
2011
United Financial Planning Group
New York
$90.6K
MHR
2012
Matthew Hamilton Rosenberg
$85.9K
FDW
2013
Fourth Dimension Wealth
Ohio
$85.4K
MEG
2014
Millstone Evans Group
Colorado
$84.1K
AGWCA
2015
Annis Gardner Whiting Capital Advisors
Florida
$81K
PP
2016
PFS Partners
New Jersey
$80.9K
OAJ
2017
Ogorek Anthony Joseph
New York
$80K
SL
2018
Salomon & Ludwin
Virginia
$77.5K
BTC
2019
Bank & Trust Company
Illinois
$77.2K
FFC
2020
First Financial Corp
Indiana
$77.1K
EWM
2021
Evolution Wealth Management
Florida
$76.9K
BL
2022
BFSG LLC
California
$76.2K
WB
2023
Webster Bank
Connecticut
$75K
GKIM
2024
GW&K Investment Management
Massachusetts
$75K
CCA
2025
Catalyst Capital Advisors
New York
$74.1K